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Carmel Capital Partners’s Casella Waste Systems CWST Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-72
Closed -$5.49K – 272
2023
Q3 		$5.49K Buy
+72
New +$5.9K ﹤0.01% 538

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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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Carmel Capital Partners's CWST Position: Q4 2023 in Review

Carmel Capital Partners sold out of Casella Waste Systems (CWST) in Q4 2023, closing a stake of 72 shares — an estimated $5.49K sold.

Carmel Capital Partners first reported a position in CWST in Q3 2023 and held it in 1 quarter. The position peaked at $5.49K in Q3 2023. 309 funds tracked by Wall St. Rank hold CWST as of Q4 2023.

  • Carmel Capital Partners reported no remaining Casella Waste Systems position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 72 Casella Waste Systems shares in Q4 2023, an estimated $5.49K.
  • Carmel Capital Partners first reported a position in Casella Waste Systems in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Casella Waste Systems position peaked at $5.49K in Q3 2023.
  • 309 funds tracked by Wall St. Rank held Casella Waste Systems as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.