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Sterling Investment Advisors (Pennsylvania)’s Casella Waste Systems CWST Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022
Q3 		– Sell
-1,200
Closed -$87K – 214
2022
Q2 		$87K Hold
1,200
– – 0.03% 190
2022
Q1 		$105K Hold
1,200
– – 0.03% 187
2021
Q4 		$103K Buy
+1,200
New +$101K 0.03% 195

Other funds holding CWST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s CWST Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Casella Waste Systems (CWST) in Q3 2022, closing a stake of 1,200 shares — an estimated $87K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in CWST in Q4 2021 and held it in 3 quarters. The position peaked at $105K in Q1 2022. 279 funds tracked by Wall St. Rank hold CWST as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Casella Waste Systems position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 1,200 Casella Waste Systems shares in Q3 2022, an estimated $87K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Casella Waste Systems in Q4 2021 and held it in 3 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Casella Waste Systems position peaked at $105K in Q1 2022.
  • 279 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.