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Berman Capital Advisors’s Casella Waste Systems CWST Stock Holding History

Berman Capital 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
2021
Q3 		$1K Hold
23
– – ﹤0.01% 1840
2021
Q2 		$1K Hold
23
– – ﹤0.01% 1718
2021
Q1 		$1K Hold
23
– – ﹤0.01% 1622
2020
Q4 		$1K Hold
23
– – ﹤0.01% 1518
2020
Q3 		$1K Hold
23
– – ﹤0.01% 1435
2020
Q2 		$1K Buy
+23
New +$1.1K ﹤0.01% 1401

Other funds holding CWST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's CWST Position: Q3 2021 in Review

Berman Capital Advisors held its Casella Waste Systems (CWST) position steady in Q3 2021 at 23 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1840.

Berman Capital Advisors first reported a position in CWST in Q2 2020 and has held it in 6 quarters since. 234 funds tracked by Wall St. Rank hold CWST as of Q3 2021.

  • Berman Capital Advisors held 23 shares of Casella Waste Systems worth $1K as of Q3 2021.
  • Berman Capital Advisors left its Casella Waste Systems share count unchanged in Q3 2021.
  • Casella Waste Systems made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1840 holding.
  • Berman Capital Advisors first reported a position in Casella Waste Systems in Q2 2020 and has held it in 6 quarters since.
  • 234 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.