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Ausdal Financial Partners’s Casella Waste Systems CWST Stock Holding History

Ausdal Financial Partners’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
2022
Q2 		– Sell
-2,587
Closed -$227K – 468
2022
Q1 		$227K Buy
+2,587
New +$206K 0.03% 422
2018
Q1 		– Sell
-10,454
Closed -$241K – 364
2017
Q4 		$241K Sell
10,454
-239
-2% -$4.7K 0.09% 292
2017
Q3 		$201K Buy
10,693
+240
+2% +$4.09K 0.08% 310
2017
Q2 		$172K Buy
+10,453
New +$154K 0.07% 293

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Ausdal Financial Partners's CWST Position: Q2 2022 in Review

Ausdal Financial Partners sold out of Casella Waste Systems (CWST) in Q2 2022, closing a stake of 2,587 shares — an estimated $227K sold.

Ausdal Financial Partners first reported a position in CWST in Q2 2017 and held it in 4 quarters. The position peaked at $241K in Q4 2017. 265 funds tracked by Wall St. Rank hold CWST as of Q2 2022.

  • Ausdal Financial Partners reported no remaining Casella Waste Systems position as of Q2 2022 after selling out during the quarter.
  • Ausdal Financial Partners sold 2,587 Casella Waste Systems shares in Q2 2022, an estimated $227K.
  • Ausdal Financial Partners first reported a position in Casella Waste Systems in Q2 2017 and held it in 4 quarters.
  • Ausdal Financial Partners's Casella Waste Systems position peaked at $241K in Q4 2017.
  • 265 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2022.

Based on Ausdal Financial Partners's 13F filing for Q2 2022, filed 9 Aug 2022.