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Financial Gravity Asset Management’s Casella Waste Systems CWST Stock Holding History

Financial Gravity Asset Management’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
Q2 		– Sell
-13
Closed -$499 – 199
2020
Q1 		$499 Buy
+13
New +$630 ﹤0.01% 559

Other funds holding CWST

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Gravity Asset Management's CWST Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of Casella Waste Systems (CWST) in Q2 2020, closing a stake of 13 shares — an estimated $499 sold.

Financial Gravity Asset Management first reported a position in CWST in Q1 2020 and held it in 1 quarter. The position peaked at $499 in Q1 2020. 188 funds tracked by Wall St. Rank hold CWST as of Q2 2020.

  • Financial Gravity Asset Management reported no remaining Casella Waste Systems position as of Q2 2020 after selling out during the quarter.
  • Financial Gravity Asset Management sold 13 Casella Waste Systems shares in Q2 2020, an estimated $499.
  • Financial Gravity Asset Management first reported a position in Casella Waste Systems in Q1 2020 and held it in 1 quarter.
  • Financial Gravity Asset Management's Casella Waste Systems position peaked at $499 in Q1 2020.
  • 188 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.