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Concord Wealth Partners’s Casella Waste Systems CWST Stock Holding History

Concord Wealth 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
2025
Q1 		– Sell
-10
Closed -$1.06K – 846
2024
Q4 		$1.06K Hold
10
– – ﹤0.01% 792
2024
Q3 		$995 Buy
+10
New +$1.03K ﹤0.01% 839
2021
Q1 		– Sell
-19
Closed -$1K – 1009
2020
Q4 		$1K Buy
+19
New +$1.13K ﹤0.01% 610

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concord Wealth Partners's CWST Position: Q1 2025 in Review

Concord Wealth Partners sold out of Casella Waste Systems (CWST) in Q1 2025, closing a stake of 10 shares — an estimated $1.06K sold.

Concord Wealth Partners first reported a position in CWST in Q4 2020 and held it in 3 quarters. The position peaked at $1.06K in Q4 2024. 372 funds tracked by Wall St. Rank hold CWST as of Q1 2025.

  • Concord Wealth Partners reported no remaining Casella Waste Systems position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 10 Casella Waste Systems shares in Q1 2025, an estimated $1.06K.
  • Concord Wealth Partners first reported a position in Casella Waste Systems in Q4 2020 and held it in 3 quarters.
  • Concord Wealth Partners's Casella Waste Systems position peaked at $1.06K in Q4 2024.
  • 372 funds tracked by Wall St. Rank held Casella Waste Systems as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.