SWS
WCN

SYSTM Wealth Solutions’s Waste Connections WCN Stock Holding History

SYSTM Wealth 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
2024
Q3 		– Sell
-650
Closed -$114K – 626
2024
Q2 		$114K Sell
650
-2,479
-79% -$414K 0.03% 238
2024
Q1 		$538K Sell
3,129
-256
-8% -$41.1K 0.07% 277
2023
Q4 		$505K Sell
3,385
-49
-1% -$6.73K 0.07% 272
2023
Q3 		$461K Buy
3,434
+681
+25% +$95.3K 0.07% 294
2023
Q2 		$393K Buy
2,753
+120
+5% +$16.7K 0.05% 350
2023
Q1 		$366K Buy
2,633
+16
+0.6% +$2.13K 0.06% 346
2022
Q4 		$347K Buy
+2,617
New +$356K 0.04% 400

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

SYSTM Wealth Solutions's WCN Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Waste Connections (WCN) in Q3 2024, closing a stake of 650 shares — an estimated $114K sold.

SYSTM Wealth Solutions first reported a position in WCN in Q4 2022 and held it in 7 quarters. The position peaked at $538K in Q1 2024. 730 funds tracked by Wall St. Rank hold WCN as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Waste Connections position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 650 Waste Connections shares in Q3 2024, an estimated $114K.
  • SYSTM Wealth Solutions first reported a position in Waste Connections in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Waste Connections position peaked at $538K in Q1 2024.
  • 730 funds tracked by Wall St. Rank held Waste Connections as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.