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Brendel Financial Advisors’s Casella Waste Systems CWST Stock Holding History

Brendel Financial 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
2019
Q4 		– Sell
-39,249
Closed -$1.69M – 83
2019
Q3 		$1.69M Buy
+39,249
New +$1.7M 1.51% 32

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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Brendel Financial Advisors's CWST Position: Q4 2019 in Review

Brendel Financial Advisors sold out of Casella Waste Systems (CWST) in Q4 2019, closing a stake of 39,249 shares — an estimated $1.69M sold.

Brendel Financial Advisors first reported a position in CWST in Q3 2019 and held it in 1 quarter. The position peaked at $1.69M in Q3 2019. 175 funds tracked by Wall St. Rank hold CWST as of Q4 2019.

  • Brendel Financial Advisors reported no remaining Casella Waste Systems position as of Q4 2019 after selling out during the quarter.
  • Brendel Financial Advisors sold 39,249 Casella Waste Systems shares in Q4 2019, an estimated $1.69M.
  • Brendel Financial Advisors first reported a position in Casella Waste Systems in Q3 2019 and held it in 1 quarter.
  • Brendel Financial Advisors's Casella Waste Systems position peaked at $1.69M in Q3 2019.
  • 175 funds tracked by Wall St. Rank held Casella Waste Systems as of Q4 2019.

Based on Brendel Financial Advisors's 13F filing for Q4 2019, filed 4 Feb 2020.