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Harvest Group Wealth Management’s Casella Waste Systems CWST Stock Holding History

Harvest Group Wealth 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
Q3 		– Sell
-49
Closed -$2K – 628
2020
Q2 		$2K Buy
+49
New +$2.34K ﹤0.01% 298

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

Harvest Group Wealth Management's CWST Position: Q3 2020 in Review

Harvest Group Wealth Management sold out of Casella Waste Systems (CWST) in Q3 2020, closing a stake of 49 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in CWST in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 204 funds tracked by Wall St. Rank hold CWST as of Q3 2020.

  • Harvest Group Wealth Management reported no remaining Casella Waste Systems position as of Q3 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 49 Casella Waste Systems shares in Q3 2020, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Casella Waste Systems in Q2 2020 and held it in 1 quarter.
  • Harvest Group Wealth Management's Casella Waste Systems position peaked at $2K in Q2 2020.
  • 204 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2020.

Based on Harvest Group Wealth Management's 13F filing for Q3 2020, filed 9 Nov 2020.