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Financial Architects (New Jersey)’s Casella Waste Systems CWST Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-100
Closed -$5K – 378
2020
Q2 		$5K Hold
100
– – ﹤0.01% 717
2020
Q1 		$4K Hold
100
– – ﹤0.01% 723
2019
Q4 		$5K Hold
100
– – ﹤0.01% 760
2019
Q3 		$4K Hold
100
– – ﹤0.01% 843
2019
Q2 		$4K Hold
100
– – ﹤0.01% 1026
2019
Q1 		$4K Buy
+100
New +$3.26K ﹤0.01% 1243

Other funds holding CWST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Architects (New Jersey)'s CWST Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Casella Waste Systems (CWST) in Q3 2020, closing a stake of 100 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in CWST in Q1 2019 and held it in 6 quarters. The position peaked at $5K in Q2 2020. 204 funds tracked by Wall St. Rank hold CWST as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Casella Waste Systems position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 100 Casella Waste Systems shares in Q3 2020, an estimated $5K.
  • Financial Architects (New Jersey) first reported a position in Casella Waste Systems in Q1 2019 and held it in 6 quarters.
  • Financial Architects (New Jersey)'s Casella Waste Systems position peaked at $5K in Q2 2020.
  • 204 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.