RA
WCN

Rise Advisors’s Waste Connections WCN Stock Holding History

Rise 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
2023
Q2 		– Sell
-21
Closed -$2.86K – 801
2023
Q1 		$2.86K Hold
21
– – ﹤0.01% 527
2022
Q4 		$2.72K Buy
21
+1
+5% +$136 ﹤0.01% 520
2022
Q3 		$3K Hold
20
– – ﹤0.01% 518
2022
Q2 		$3K Hold
20
– – ﹤0.01% 521
2022
Q1 		$3K Hold
20
– – ﹤0.01% 508
2021
Q4 		$2.78K Buy
+20
New +$2.66K ﹤0.01% 487

Other funds holding WCN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Rise Advisors's WCN Position: Q2 2023 in Review

Rise Advisors sold out of Waste Connections (WCN) in Q2 2023, closing a stake of 21 shares — an estimated $2.86K sold.

Rise Advisors first reported a position in WCN in Q4 2021 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 606 funds tracked by Wall St. Rank hold WCN as of Q2 2023.

  • Rise Advisors reported no remaining Waste Connections position as of Q2 2023 after selling out during the quarter.
  • Rise Advisors sold 21 Waste Connections shares in Q2 2023, an estimated $2.86K.
  • Rise Advisors first reported a position in Waste Connections in Q4 2021 and held it in 6 quarters.
  • Rise Advisors's Waste Connections position peaked at $3K in Q3 2022.
  • 606 funds tracked by Wall St. Rank held Waste Connections as of Q2 2023.

Based on Rise Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.