JP Morgan Private Wealth Advisors’s Casella Waste Systems CWST Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q3	$770K	Buy	10,094 +1,130	+13%	+$92.6K	﹤0.01%	1075
2023 Q2	$811K	Buy	+8,964	New	+$800K	﹤0.01%	839
2023 Q1	–	Sell	-12,750	Closed	-$1.01M	–	1953
2022 Q4	$1.01M	Buy	12,750 +835	+7%	+$67K	﹤0.01%	1141
2022 Q3	$910K	Sell	11,915 -36	-0.3%	-$2.89K	﹤0.01%	1185
2022 Q2	$869K	Buy	11,951 +131	+1%	+$9.97K	﹤0.01%	1209
2022 Q1	$1.04M	Buy	11,820 +4,636	+65%	+$369K	﹤0.01%	1207
2021 Q4	$614K	Buy	+7,184	New	+$602K	﹤0.01%	1467

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

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CWST Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Casella Waste Systems (CWST) stake by 13% in Q3 2023, buying an estimated $92.6K and bringing the position to 10,094 shares worth $770K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

JP Morgan Private Wealth Advisors first reported a position in CWST in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.04M in Q1 2022. 299 funds tracked by Wall St. Rank hold CWST as of Q3 2023.

JP Morgan Private Wealth Advisors held 10,094 shares of Casella Waste Systems worth $770K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 1,130 Casella Waste Systems shares in Q3 2023, an estimated $92.6K.
Casella Waste Systems made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1075 holding.
JP Morgan Private Wealth Advisors first reported a position in Casella Waste Systems in Q4 2021 and has held it in 7 quarters since.
JP Morgan Private Wealth Advisors's Casella Waste Systems position peaked at $1.04M in Q1 2022.
299 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.