TWA
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TCI Wealth Advisors’s Casella Waste Systems CWST Stock Holding History

TCI 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
Q2 		– Sell
-190
Closed -$15.7K – 697
2023
Q1 		$15.7K Hold
190
– – ﹤0.01% 833
2022
Q4 		$15.1K Hold
190
– – ﹤0.01% 832
2022
Q3 		$15K Buy
190
+3
+2% +$241 ﹤0.01% 792
2022
Q2 		$14K Buy
187
+105
+128% +$8K ﹤0.01% 801
2022
Q1 		$7K Sell
82
-5
-6% -$398 ﹤0.01% 1307
2021
Q4 		$7K Buy
87
+5
+6% +$419 ﹤0.01% 1411
2021
Q3 		$6K Buy
82
+22
+37% +$1.55K ﹤0.01% 1438
2021
Q2 		$4K Buy
60
+12
+25% +$796 ﹤0.01% 1552
2021
Q1 		$3K Buy
+48
New +$2.9K ﹤0.01% 1508

Other funds holding CWST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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 $653B AUM 32.41% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return