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B.O.S.S. Retirement Advisors’s Casella Waste Systems CWST Stock Holding History

B.O.S.S. Retirement Advisors’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
2024
Q1 		– Sell
-8,425
Closed -$720K – 148
2023
Q4 		$720K Sell
8,425
-7,551
-47% -$607K 0.14% 168
2023
Q3 		$1.22M Buy
15,976
+509
+3% +$41.7K 0.26% 153
2023
Q2 		$1.4M Sell
15,467
-1,769
-10% -$158K 0.3% 145
2023
Q1 		$1.42M Sell
17,236
-502
-3% -$39.7K 0.33% 121
2022
Q4 		$1.41M Buy
+17,738
New +$1.42M 0.36% 117

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

B.O.S.S. Retirement Advisors's CWST Position: Q1 2024 in Review

B.O.S.S. Retirement Advisors sold out of Casella Waste Systems (CWST) in Q1 2024, closing a stake of 8,425 shares — an estimated $720K sold.

B.O.S.S. Retirement Advisors first reported a position in CWST in Q4 2022 and held it in 5 quarters. The position peaked at $1.42M in Q1 2023. 313 funds tracked by Wall St. Rank hold CWST as of Q1 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Casella Waste Systems position as of Q1 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 8,425 Casella Waste Systems shares in Q1 2024, an estimated $720K.
  • B.O.S.S. Retirement Advisors first reported a position in Casella Waste Systems in Q4 2022 and held it in 5 quarters.
  • B.O.S.S. Retirement Advisors's Casella Waste Systems position peaked at $1.42M in Q1 2023.
  • 313 funds tracked by Wall St. Rank held Casella Waste Systems as of Q1 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.