Wealth Enhancement Advisory Services’s Stericycle Inc SRCL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SRCL Stock Details SRCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,824	Closed	-$294K	–	3157
2024 Q3	$294K	Sell	4,824 -2,623	-35%	-$156K	﹤0.01%	2195
2024 Q2	$433K	Buy	7,447 +449	+6%	+$23.1K	﹤0.01%	1735
2024 Q1	$369K	Sell	6,998 -1,632	-19%	-$82.1K	﹤0.01%	1773
2023 Q4	$428K	Sell	8,630 -281,428	-97%	-$12.6M	﹤0.01%	1611
2023 Q3	$13M	Buy	+290,058	New	+$13M	0.04%	356

Other funds holding SRCL

KRSITF

Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Wealth Enhancement Advisory Services's SRCL Position: Q4 2024 in Review

Wealth Enhancement Advisory Services sold out of Stericycle Inc (SRCL) in Q4 2024, closing a stake of 4,824 shares — an estimated $294K sold.

Wealth Enhancement Advisory Services first reported a position in SRCL in Q3 2023 and held it in 5 quarters. The position peaked at $13M in Q3 2023. 4 funds tracked by Wall St. Rank hold SRCL as of Q4 2024.

Wealth Enhancement Advisory Services reported no remaining Stericycle Inc position as of Q4 2024 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 4,824 Stericycle Inc shares in Q4 2024, an estimated $294K.
Wealth Enhancement Advisory Services first reported a position in Stericycle Inc in Q3 2023 and held it in 5 quarters.
Wealth Enhancement Advisory Services's Stericycle Inc position peaked at $13M in Q3 2023.
4 funds tracked by Wall St. Rank held Stericycle Inc as of Q4 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.