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Cetera Advisor Networks’s Casella Waste Systems CWST Stock Holding History

Cetera Advisor Networks’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 		$439K Sell
4,441
-217
-5% -$19.5K ﹤0.01% 2017
2023
Q4 		$398K Sell
4,658
-849
-15% -$68.2K ﹤0.01% 2054
2023
Q3 		$420K Buy
5,507
+1,277
+30% +$105K ﹤0.01% 1901
2023
Q2 		$383K Sell
4,230
-391
-8% -$34.9K ﹤0.01% 1912
2023
Q1 		$382K Sell
4,621
-131
-3% -$10.4K ﹤0.01% 1877
2022
Q4 		$377K Buy
+4,752
New +$381K ﹤0.01% 1834

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
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

Cetera Advisor Networks's CWST Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Casella Waste Systems (CWST) stake by 4.7% in Q1 2024, selling an estimated $19.5K and leaving 4,441 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #2017.

Cetera Advisor Networks first reported a position in CWST in Q4 2022 and has held it in 6 quarters since. 313 funds tracked by Wall St. Rank hold CWST as of Q1 2024.

  • Cetera Advisor Networks held 4,441 shares of Casella Waste Systems worth $439K as of Q1 2024.
  • Cetera Advisor Networks sold 217 Casella Waste Systems shares in Q1 2024, an estimated $19.5K.
  • Casella Waste Systems made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2017 holding.
  • Cetera Advisor Networks first reported a position in Casella Waste Systems in Q4 2022 and has held it in 6 quarters since.
  • 313 funds tracked by Wall St. Rank held Casella Waste Systems as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.