SFA
WCN

Souders Financial Advisors’s Waste Connections WCN Stock Holding History

Souders 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
-4,831
Closed -$847K – 180
2024
Q2 		$847K Sell
4,831
-5
-0.1% -$836 0.13% 103
2024
Q1 		$832K Sell
4,836
-184
-4% -$29.6K 0.13% 102
2023
Q4 		$749K Buy
5,020
+515
+11% +$70.7K 0.13% 103
2023
Q3 		$605K Sell
4,505
-126
-3% -$17.6K 0.12% 112
2023
Q2 		$662K Buy
+4,631
New +$646K 0.13% 106

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 $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Souders Financial Advisors's WCN Position: Q3 2024 in Review

Souders Financial Advisors sold out of Waste Connections (WCN) in Q3 2024, closing a stake of 4,831 shares — an estimated $847K sold.

Souders Financial Advisors first reported a position in WCN in Q2 2023 and held it in 5 quarters. The position peaked at $847K in Q2 2024. 730 funds tracked by Wall St. Rank hold WCN as of Q3 2024.

  • Souders Financial Advisors reported no remaining Waste Connections position as of Q3 2024 after selling out during the quarter.
  • Souders Financial Advisors sold 4,831 Waste Connections shares in Q3 2024, an estimated $847K.
  • Souders Financial Advisors first reported a position in Waste Connections in Q2 2023 and held it in 5 quarters.
  • Souders Financial Advisors's Waste Connections position peaked at $847K in Q2 2024.
  • 730 funds tracked by Wall St. Rank held Waste Connections as of Q3 2024.

Based on Souders Financial Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.