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Acima Private Wealth’s Casella Waste Systems CWST Stock Holding History

Acima Private Wealth’s Portfolio CWST Stock Details CWST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,760
Closed -$159K – 252
2023
Q2 		$159K Hold
1,760
– – 0.08% 136
2023
Q1 		$145K Buy
+1,760
New +$139K 0.07% 138

Other funds holding CWST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Acima Private Wealth's CWST Position: Q3 2023 in Review

Acima Private Wealth sold out of Casella Waste Systems (CWST) in Q3 2023, closing a stake of 1,760 shares — an estimated $159K sold.

Acima Private Wealth first reported a position in CWST in Q1 2023 and held it in 2 quarters. The position peaked at $159K in Q2 2023. 299 funds tracked by Wall St. Rank hold CWST as of Q3 2023.

  • Acima Private Wealth reported no remaining Casella Waste Systems position as of Q3 2023 after selling out during the quarter.
  • Acima Private Wealth sold 1,760 Casella Waste Systems shares in Q3 2023, an estimated $159K.
  • Acima Private Wealth first reported a position in Casella Waste Systems in Q1 2023 and held it in 2 quarters.
  • Acima Private Wealth's Casella Waste Systems position peaked at $159K in Q2 2023.
  • 299 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2023.

Based on Acima Private Wealth's 13F filing for Q3 2023, filed 29 Feb 2024.