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Paces Ferry Wealth Advisors’s Casella Waste Systems CWST Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-8
Closed – – 358
2020
Q3 		$0 Buy
+8
New +$438 ﹤0.01% 1134

Other funds holding CWST

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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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Paces Ferry Wealth Advisors's CWST Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Casella Waste Systems (CWST) in Q4 2020, closing a stake of 8 shares.

Paces Ferry Wealth Advisors first reported a position in CWST in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 225 funds tracked by Wall St. Rank hold CWST as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Casella Waste Systems position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 8 Casella Waste Systems shares in Q4 2020.
  • Paces Ferry Wealth Advisors first reported a position in Casella Waste Systems in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Casella Waste Systems position peaked at $0 in Q3 2020.
  • 225 funds tracked by Wall St. Rank held Casella Waste Systems as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.