Institutional & Family Asset Management’s Casella Waste Systems CWST Stock Holding History

Institutional & Family 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
2024 Q2	$695	Hold	7	–	–	﹤0.01%	677
2024 Q1	$692	Hold	7	–	–	﹤0.01%	672
2023 Q4	$598	Hold	7	–	–	﹤0.01%	660
2023 Q3	$534	Hold	7	–	–	﹤0.01%	662
2023 Q2	$633	Hold	7	–	–	﹤0.01%	664
2023 Q1	$579	Hold	7	–	–	﹤0.01%	663
2022 Q4	$555	Hold	7	–	–	﹤0.01%	652
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	622
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	641
2022 Q1	$1K	Sell	7 -1	-13%	-$80	﹤0.01%	685
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	708
2021 Q3	$1K	Sell	8 -5	-38%	-$352	﹤0.01%	827
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	879
2021 Q1	$1K	Sell	13 -7	-35%	-$423	﹤0.01%	851
2020 Q4	$1K	Buy	+20	New	+$1.19K	﹤0.01%	827

Other funds holding CWST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Institutional & Family Asset Management's CWST Position: Q2 2024 in Review

Institutional & Family Asset Management held its Casella Waste Systems (CWST) position steady in Q2 2024 at 7 shares worth $695. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Institutional & Family Asset Management first reported a position in CWST in Q4 2020 and has held it in 15 quarters since. The position peaked at $1K in Q3 2022. 314 funds tracked by Wall St. Rank hold CWST as of Q2 2024.

Institutional & Family Asset Management held 7 shares of Casella Waste Systems worth $695 as of Q2 2024.
Institutional & Family Asset Management left its Casella Waste Systems share count unchanged in Q2 2024.
Casella Waste Systems made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #677 holding.
Institutional & Family Asset Management first reported a position in Casella Waste Systems in Q4 2020 and has held it in 15 quarters since.
Institutional & Family Asset Management's Casella Waste Systems position peaked at $1K in Q3 2022.
314 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.