Walled Lake Planning & Wealth Management’s Waste Connections WCN Stock Holding History

Walled Lake Planning & Wealth Management’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
2021 Q4	–	Sell	-130	Closed	-$16K	–	310
2021 Q3	$16K	Hold	130	–	–	0.01%	238
2021 Q2	$16K	Hold	130	–	–	0.01%	221
2021 Q1	$14K	Hold	130	–	–	0.01%	224
2020 Q4	$13K	Hold	130	–	–	0.01%	207
2020 Q3	$13K	Hold	130	–	–	0.01%	204
2020 Q2	$12K	Hold	130	–	–	0.01%	189
2020 Q1	$10K	Hold	130	–	–	0.01%	189
2019 Q4	$12K	Buy	+130	New	+$11.8K	0.01%	190

Other funds holding WCN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Walled Lake Planning & Wealth Management's WCN Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Waste Connections (WCN) in Q4 2021, closing a stake of 130 shares — an estimated $16K sold.

Walled Lake Planning & Wealth Management first reported a position in WCN in Q4 2019 and held it in 8 quarters. The position peaked at $16K in Q3 2021. 529 funds tracked by Wall St. Rank hold WCN as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Waste Connections position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 130 Waste Connections shares in Q4 2021, an estimated $16K.
Walled Lake Planning & Wealth Management first reported a position in Waste Connections in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Waste Connections position peaked at $16K in Q3 2021.
529 funds tracked by Wall St. Rank held Waste Connections as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.