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Cetera Advisors’s Casella Waste Systems CWST Stock Holding History

Cetera 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
Q1 		$281K Buy
+2,844
New +$255K ﹤0.01% 1979
2020
Q1 		– Sell
-4,650
Closed -$213K – 839
2019
Q4 		$213K Buy
+4,650
New +$205K 0.01% 842

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 Advisors's CWST Position: Q1 2024 in Review

Cetera Advisors opened a new position in Casella Waste Systems (CWST) in Q1 2024: 2,844 shares worth $281K. The stake represents ﹤0.01% of the portfolio and ranks #1979 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in CWST as recently as Q4 2019.

Cetera Advisors first reported a position in CWST in Q4 2019 and has held it in 2 quarters since. 313 funds tracked by Wall St. Rank hold CWST as of Q1 2024.

  • Cetera Advisors held 2,844 shares of Casella Waste Systems worth $281K as of Q1 2024.
  • Casella Waste Systems was a new Cetera Advisors position in Q1 2024.
  • Casella Waste Systems made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1979 holding.
  • Cetera Advisors first reported a position in Casella Waste Systems in Q4 2019 and has held it in 2 quarters since.
  • 313 funds tracked by Wall St. Rank held Casella Waste Systems as of Q1 2024.

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