Phoenix Financial’s Casella Waste Systems CWST Stock Holding History

Phoenix 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
2020 Q4	–	Sell	-6,124	Closed	-$324K	–	380
2020 Q3	$324K	Buy	+6,124	New	+$335K	0.01%	254

Other funds holding CWST

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Phoenix Financial's CWST Position: Q4 2020 in Review

Phoenix Financial sold out of Casella Waste Systems (CWST) in Q4 2020, closing a stake of 6,124 shares — an estimated $324K sold.

Phoenix Financial first reported a position in CWST in Q3 2020 and held it in 1 quarter. The position peaked at $324K in Q3 2020. 225 funds tracked by Wall St. Rank hold CWST as of Q4 2020.

Phoenix Financial reported no remaining Casella Waste Systems position as of Q4 2020 after selling out during the quarter.
Phoenix Financial sold 6,124 Casella Waste Systems shares in Q4 2020, an estimated $324K.
Phoenix Financial first reported a position in Casella Waste Systems in Q3 2020 and held it in 1 quarter.
Phoenix Financial's Casella Waste Systems position peaked at $324K in Q3 2020.
225 funds tracked by Wall St. Rank held Casella Waste Systems as of Q4 2020.

Based on Phoenix Financial's 13F filing for Q4 2020, filed 11 Feb 2021.