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TFO Wealth Partners’s Casella Waste Systems CWST Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-1
Closed -$99 – 232
2024
Q1 		$99 Hold
1
– – ﹤0.01% 644
2023
Q4 		$85 Hold
1
– – ﹤0.01% 814
2023
Q3 		$90 Hold
1
– – ﹤0.01% 986
2023
Q2 		$90 Hold
1
– – ﹤0.01% 683
2023
Q1 		$83 Sell
1
-149
-99% -$11.8K ﹤0.01% 682
2022
Q4 		$5.54K Buy
+150
New +$12K ﹤0.01% 157

Other funds holding CWST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $27.7B AUM 52.44% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

TFO Wealth Partners's CWST Position: Q2 2024 in Review

TFO Wealth Partners sold out of Casella Waste Systems (CWST) in Q2 2024, closing a stake of 1 share — an estimated $99 sold.

TFO Wealth Partners first reported a position in CWST in Q4 2022 and held it in 6 quarters. The position peaked at $5.54K in Q4 2022. 314 funds tracked by Wall St. Rank hold CWST as of Q2 2024.

  • TFO Wealth Partners reported no remaining Casella Waste Systems position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Casella Waste Systems share in Q2 2024, an estimated $99.
  • TFO Wealth Partners first reported a position in Casella Waste Systems in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Casella Waste Systems position peaked at $5.54K in Q4 2022.
  • 314 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.