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

Capital Performance 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
2024
Q4 		– Sell
-76
Closed -$7.56K – 793
2024
Q3 		$7.56K Buy
+76
New +$7.87K ﹤0.01% 948

Other funds holding CWST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Capital Performance Advisors's CWST Position: Q4 2024 in Review

Capital Performance Advisors sold out of Casella Waste Systems (CWST) in Q4 2024, closing a stake of 76 shares — an estimated $7.56K sold.

Capital Performance Advisors first reported a position in CWST in Q3 2024 and held it in 1 quarter. The position peaked at $7.56K in Q3 2024. 345 funds tracked by Wall St. Rank hold CWST as of Q4 2024.

  • Capital Performance Advisors reported no remaining Casella Waste Systems position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 76 Casella Waste Systems shares in Q4 2024, an estimated $7.56K.
  • Capital Performance Advisors first reported a position in Casella Waste Systems in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Casella Waste Systems position peaked at $7.56K in Q3 2024.
  • 345 funds tracked by Wall St. Rank held Casella Waste Systems as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.