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Halpern Financial’s Casella Waste Systems CWST Stock Holding History

Halpern Financial’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
2022
Q3 		– Sell
-18
Closed -$1.31K – 237
2022
Q2 		$1.31K Buy
+18
New +$1.37K ﹤0.01% 280

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Halpern Financial's CWST Position: Q3 2022 in Review

Halpern Financial sold out of Casella Waste Systems (CWST) in Q3 2022, closing a stake of 18 shares — an estimated $1.31K sold.

Halpern Financial first reported a position in CWST in Q2 2022 and held it in 1 quarter. The position peaked at $1.31K in Q2 2022. 278 funds tracked by Wall St. Rank hold CWST as of Q3 2022.

  • Halpern Financial reported no remaining Casella Waste Systems position as of Q3 2022 after selling out during the quarter.
  • Halpern Financial sold 18 Casella Waste Systems shares in Q3 2022, an estimated $1.31K.
  • Halpern Financial first reported a position in Casella Waste Systems in Q2 2022 and held it in 1 quarter.
  • Halpern Financial's Casella Waste Systems position peaked at $1.31K in Q2 2022.
  • 278 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.