SS
WCN

Simplicity Solutions’s Waste Connections WCN Stock Holding History

Simplicity Solutions’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
Q4 		$1.37M Buy
9,205
+4,907
+114% +$674K 0.04% 375
2023
Q3 		$577K Sell
4,298
-2,962
-41% -$414K 0.02% 562
2023
Q2 		$1.04M Buy
7,260
+3,019
+71% +$421K 0.03% 455
2023
Q1 		$590K Buy
+4,241
New +$564K 0.02% 642
2021
Q1 		– Sell
-3,458
Closed -$355K – 983
2020
Q4 		$355K Buy
3,458
+197
+6% +$20.3K 0.01% 753
2020
Q3 		$339K Buy
3,261
+674
+26% +$67.4K 0.01% 699
2020
Q2 		$243K Buy
+2,587
New +$231K ﹤0.01% 783

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Simplicity Solutions's WCN Position: Q4 2023 in Review

Simplicity Solutions increased its Waste Connections (WCN) stake by 114% in Q4 2023, buying an estimated $674K and bringing the position to 9,205 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #375.

Simplicity Solutions first reported a position in WCN in Q2 2020 and has held it in 7 quarters since. 639 funds tracked by Wall St. Rank hold WCN as of Q4 2023.

  • Simplicity Solutions held 9,205 shares of Waste Connections worth $1.37M as of Q4 2023.
  • Simplicity Solutions bought 4,907 Waste Connections shares in Q4 2023, an estimated $674K.
  • Waste Connections made up 0.04% of Simplicity Solutions's portfolio in Q4 2023, its #375 holding.
  • Simplicity Solutions first reported a position in Waste Connections in Q2 2020 and has held it in 7 quarters since.
  • 639 funds tracked by Wall St. Rank held Waste Connections as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.