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SYSTM Wealth Solutions’s Casella Waste Systems CWST Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-191
Closed -$19K – 225
2024
Q2 		$19K Sell
191
-72
-27% -$6.93K ﹤0.01% 378
2024
Q1 		$26K Buy
263
+21
+9% +$1.88K ﹤0.01% 668
2023
Q4 		$20.7K Buy
+242
New +$19.5K ﹤0.01% 713

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 $5.01B AUM 6.26% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's CWST Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Casella Waste Systems (CWST) in Q3 2024, closing a stake of 191 shares — an estimated $19K sold.

SYSTM Wealth Solutions first reported a position in CWST in Q4 2023 and held it in 3 quarters. The position peaked at $26K in Q1 2024. 344 funds tracked by Wall St. Rank hold CWST as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Casella Waste Systems position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 191 Casella Waste Systems shares in Q3 2024, an estimated $19K.
  • SYSTM Wealth Solutions first reported a position in Casella Waste Systems in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Casella Waste Systems position peaked at $26K in Q1 2024.
  • 344 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.