PMFA
WCN

Plante Moran Financial Advisors’s Waste Connections WCN Stock Holding History

Plante Moran Financial Advisors’s Portfolio WCN Stock Details WCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5
Closed -$877 – 922
2024
Q2 		$877 Sell
5
-29
-85% -$4.85K ﹤0.01% 729
2024
Q1 		$5.85K Buy
34
+21
+162% +$3.38K ﹤0.01% 675
2023
Q4 		$1.94K Buy
+13
New +$1.79K ﹤0.01% 728
2022
Q1 		– Sell
-24
Closed -$3K – 1024
2021
Q4 		$3K Buy
+24
New +$3.19K ﹤0.01% 899
2020
Q2 		– Sell
-54
Closed -$4K – 861
2020
Q1 		$4K Buy
54
+13
+32% +$1.22K ﹤0.01% 608
2019
Q4 		$4K Buy
+41
New +$3.72K ﹤0.01% 647
2019
Q3 		– Sell
-400
Closed -$38K – 921
2019
Q2 		$38K Buy
+400
New +$36.9K 0.01% 385
2017
Q3 		– Sell
-505
Closed -$33K – 869
2017
Q2 		$33K Sell
505
-1
-0.2% -$62 0.02% 389
2017
Q1 		$30K Hold
506
– – 0.02% 407
2016
Q4 		$26K Hold
506
– – 0.02% 448
2016
Q3 		$25K Buy
+506
New +$25.5K 0.02% 447
2016
Q2 		– Sell
-506
Closed -$22K – 946
2016
Q1 		$22K Hold
506
– – 0.02% 373
2015
Q4 		$19K Hold
506
– – 0.01% 460
2015
Q3 		$16K Hold
506
– – 0.01% 418
2015
Q2 		$16K Hold
506
– – 0.01% 453
2015
Q1 		$16K Hold
506
– – 0.01% 443
2014
Q4 		$15K Hold
506
– – 0.01% 458
2014
Q3 		$16K Hold
506
– – 0.01% 446
2014
Q2 		$16K Hold
506
– – 0.01% 423
2014
Q1 		$15K Hold
506
– – 0.02% 295
2013
Q4 		$15K Hold
506
– – 0.01% 391
2013
Q3 		$15K Hold
506
– – 0.01% 326
2013
Q2 		$14K Buy
+506
New +$13K 0.01% 293

Other funds holding WCN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Plante Moran Financial Advisors's WCN Position: Q3 2024 in Review

Plante Moran Financial Advisors sold out of Waste Connections (WCN) in Q3 2024, closing a stake of 5 shares — an estimated $877 sold.

Plante Moran Financial Advisors first reported a position in WCN in Q2 2013 and held it in 23 quarters. The position peaked at $38K in Q2 2019. 730 funds tracked by Wall St. Rank hold WCN as of Q3 2024.

  • Plante Moran Financial Advisors reported no remaining Waste Connections position as of Q3 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 5 Waste Connections shares in Q3 2024, an estimated $877.
  • Plante Moran Financial Advisors first reported a position in Waste Connections in Q2 2013 and held it in 23 quarters.
  • Plante Moran Financial Advisors's Waste Connections position peaked at $38K in Q2 2019.
  • 730 funds tracked by Wall St. Rank held Waste Connections as of Q3 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.