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Global Financial Private Client’s Casella Waste Systems CWST Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-148
Closed -$16.5K – 550
2025
Q1 		$16.5K Buy
148
+146
+7,300% +$16K 0.01% 481
2024
Q4 		$212 Buy
+2
New +$211 ﹤0.01% 1244

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Global Financial Private Client's CWST Position: Q2 2025 in Review

Global Financial Private Client sold out of Casella Waste Systems (CWST) in Q2 2025, closing a stake of 148 shares — an estimated $16.5K sold.

Global Financial Private Client first reported a position in CWST in Q4 2024 and held it in 2 quarters. The position peaked at $16.5K in Q1 2025. 392 funds tracked by Wall St. Rank hold CWST as of Q2 2025.

  • Global Financial Private Client reported no remaining Casella Waste Systems position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 148 Casella Waste Systems shares in Q2 2025, an estimated $16.5K.
  • Global Financial Private Client first reported a position in Casella Waste Systems in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Casella Waste Systems position peaked at $16.5K in Q1 2025.
  • 392 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.