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Bruce G. Allen Investments’s Casella Waste Systems CWST Stock Holding History

Bruce G. Allen Investments’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
-78
Closed -$6.67K – 983
2023
Q4 		$6.67K Buy
+78
New +$6.27K 0.01% 551

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CCA
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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

Bruce G. Allen Investments's CWST Position: Q1 2024 in Review

Bruce G. Allen Investments sold out of Casella Waste Systems (CWST) in Q1 2024, closing a stake of 78 shares — an estimated $6.67K sold.

Bruce G. Allen Investments first reported a position in CWST in Q4 2023 and held it in 1 quarter. The position peaked at $6.67K in Q4 2023. 313 funds tracked by Wall St. Rank hold CWST as of Q1 2024.

  • Bruce G. Allen Investments reported no remaining Casella Waste Systems position as of Q1 2024 after selling out during the quarter.
  • Bruce G. Allen Investments sold 78 Casella Waste Systems shares in Q1 2024, an estimated $6.67K.
  • Bruce G. Allen Investments first reported a position in Casella Waste Systems in Q4 2023 and held it in 1 quarter.
  • Bruce G. Allen Investments's Casella Waste Systems position peaked at $6.67K in Q4 2023.
  • 313 funds tracked by Wall St. Rank held Casella Waste Systems as of Q1 2024.

Based on Bruce G. Allen Investments's 13F filing for Q1 2024, filed 10 Apr 2024.