BTI
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Blue Trust Inc’s Casella Waste Systems CWST Stock Holding History

Blue Trust Inc’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
2026
Q1 		$38.6K Hold
487
– – ﹤0.01% 1432
2025
Q4 		$47.7K Hold
487
– – ﹤0.01% 1388
2025
Q3 		$46.2K Hold
487
– – ﹤0.01% 1443
2025
Q2 		$56.2K Sell
487
-7
-1% -$809 ﹤0.01% 1395
2025
Q1 		$55.1K Buy
494
+42
+9% +$4.6K ﹤0.01% 1302
2024
Q4 		$47.8K Sell
452
-67
-13% -$7.08K ﹤0.01% 1323
2024
Q3 		$51.5K Sell
519
-3,291
-86% -$341K ﹤0.01% 1550
2024
Q2 		$377K Buy
+3,810
New +$367K 0.01% 484
2022
Q4 		– Sell
-125
Closed -$9K – 2278
2022
Q3 		$9K Hold
125
– – ﹤0.01% 1365
2022
Q2 		$11K Buy
+125
New +$9.52K ﹤0.01% 1164

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VPM
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CCA
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VCM
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WA
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return