TD Private Client Wealth’s Casella Waste Systems CWST Stock Holding History

TD Private Client Wealth’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
2026 Q1	$8.73K	Sell	110 -42	-28%	-$4.02K	﹤0.01%	1122
2025 Q4	$14.9K	Sell	152 -1	-0.7%	-$93	﹤0.01%	1049
2025 Q3	$14.5K	Sell	153 -132	-46%	-$13.3K	﹤0.01%	1029
2025 Q2	$32.9K	Sell	285 -17	-6%	-$1.96K	﹤0.01%	911
2025 Q1	$33.7K	Sell	302 -4	-1%	-$438	﹤0.01%	863
2024 Q4	$32.4K	Sell	306 -24	-7%	-$2.53K	﹤0.01%	899
2024 Q3	$32.8K	Sell	330 -1	-0.3%	-$104	﹤0.01%	905
2024 Q2	$32.8K	Hold	331	–	–	﹤0.01%	876
2024 Q1	$32.7K	Sell	331 -191	-37%	-$17.1K	﹤0.01%	885
2023 Q4	$44.6K	Sell	522 -92	-15%	-$7.39K	﹤0.01%	831
2023 Q3	$46.8K	Buy	+614	New	+$50.3K	﹤0.01%	780

Other funds holding CWST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return