Evoke Wealth’s Casella Waste Systems CWST Stock Holding History

Evoke Wealth’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
2020 Q1	–	Sell	-759	Closed	-$34.9K	–	1183
2019 Q4	$34.9K	Hold	759	–	–	﹤0.01%	473
2019 Q3	$32.6K	Buy	+759	New	+$32.9K	﹤0.01%	537

Other funds holding CWST

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evoke Wealth's CWST Position: Q1 2020 in Review

Evoke Wealth sold out of Casella Waste Systems (CWST) in Q1 2020, closing a stake of 759 shares — an estimated $34.9K sold.

Evoke Wealth first reported a position in CWST in Q3 2019 and held it in 2 quarters. The position peaked at $34.9K in Q4 2019. 180 funds tracked by Wall St. Rank hold CWST as of Q1 2020.

Evoke Wealth reported no remaining Casella Waste Systems position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 759 Casella Waste Systems shares in Q1 2020, an estimated $34.9K.
Evoke Wealth first reported a position in Casella Waste Systems in Q3 2019 and held it in 2 quarters.
Evoke Wealth's Casella Waste Systems position peaked at $34.9K in Q4 2019.
180 funds tracked by Wall St. Rank held Casella Waste Systems as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.