CAAS
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Capital Asset Advisory Services’s Casella Waste Systems CWST Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-279
Closed -$17K – 845
2020
Q4 		$17K Buy
+279
New +$16.6K ﹤0.01% 917

Other funds holding CWST

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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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Capital Asset Advisory Services's CWST Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Casella Waste Systems (CWST) in Q1 2021, closing a stake of 279 shares — an estimated $17K sold.

Capital Asset Advisory Services first reported a position in CWST in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 221 funds tracked by Wall St. Rank hold CWST as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Casella Waste Systems position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 279 Casella Waste Systems shares in Q1 2021, an estimated $17K.
  • Capital Asset Advisory Services first reported a position in Casella Waste Systems in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Casella Waste Systems position peaked at $17K in Q4 2020.
  • 221 funds tracked by Wall St. Rank held Casella Waste Systems as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.