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Crestwood Advisors Group’s Casella Waste Systems CWST Stock Holding History

Crestwood Advisors Group’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
-2,020
Closed -$214K – 502
2024
Q4 		$214K Hold
2,020
– – ﹤0.01% 439
2024
Q3 		$201K Sell
2,020
-930
-32% -$96.3K ﹤0.01% 435
2024
Q2 		$293K Buy
+2,950
New +$284K 0.01% 354

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

Crestwood Advisors Group's CWST Position: Q1 2025 in Review

Crestwood Advisors Group sold out of Casella Waste Systems (CWST) in Q1 2025, closing a stake of 2,020 shares — an estimated $214K sold.

Crestwood Advisors Group first reported a position in CWST in Q2 2024 and held it in 3 quarters. The position peaked at $293K in Q2 2024. 372 funds tracked by Wall St. Rank hold CWST as of Q1 2025.

  • Crestwood Advisors Group reported no remaining Casella Waste Systems position as of Q1 2025 after selling out during the quarter.
  • Crestwood Advisors Group sold 2,020 Casella Waste Systems shares in Q1 2025, an estimated $214K.
  • Crestwood Advisors Group first reported a position in Casella Waste Systems in Q2 2024 and held it in 3 quarters.
  • Crestwood Advisors Group's Casella Waste Systems position peaked at $293K in Q2 2024.
  • 372 funds tracked by Wall St. Rank held Casella Waste Systems as of Q1 2025.

Based on Crestwood Advisors Group's 13F filing for Q1 2025, filed 5 May 2025.