FFA
CWST icon

Founders Financial Alliance’s Casella Waste Systems CWST Stock Holding History

Founders Financial Alliance’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
Q4 		– Sell
-61
Closed -$4K – 610
2020
Q3 		$4K Buy
+61
New +$3.34K ﹤0.01% 1033

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Founders Financial Alliance's CWST Position: Q4 2020 in Review

Founders Financial Alliance sold out of Casella Waste Systems (CWST) in Q4 2020, closing a stake of 61 shares — an estimated $4K sold.

Founders Financial Alliance first reported a position in CWST in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 225 funds tracked by Wall St. Rank hold CWST as of Q4 2020.

  • Founders Financial Alliance reported no remaining Casella Waste Systems position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 61 Casella Waste Systems shares in Q4 2020, an estimated $4K.
  • Founders Financial Alliance first reported a position in Casella Waste Systems in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Casella Waste Systems position peaked at $4K in Q3 2020.
  • 225 funds tracked by Wall St. Rank held Casella Waste Systems as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.