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Tradition Wealth Management’s Casella Waste Systems CWST Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-1,181
Closed -$101K – 563
2023
Q4 		$101K Hold
1,181
– – 0.01% 471
2023
Q3 		$90K Hold
1,181
– – 0.01% 464
2023
Q2 		$107K Hold
1,181
– – 0.01% 436
2023
Q1 		$98K Hold
1,181
– – 0.01% 447
2022
Q4 		$94K Hold
1,181
– – 0.01% 393
2022
Q3 		$90K Buy
+1,181
New +$94.7K 0.01% 379

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Tradition Wealth Management's CWST Position: Q1 2024 in Review

Tradition Wealth Management sold out of Casella Waste Systems (CWST) in Q1 2024, closing a stake of 1,181 shares — an estimated $101K sold.

Tradition Wealth Management first reported a position in CWST in Q3 2022 and held it in 6 quarters. The position peaked at $107K in Q2 2023. 313 funds tracked by Wall St. Rank hold CWST as of Q1 2024.

  • Tradition Wealth Management reported no remaining Casella Waste Systems position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,181 Casella Waste Systems shares in Q1 2024, an estimated $101K.
  • Tradition Wealth Management first reported a position in Casella Waste Systems in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's Casella Waste Systems position peaked at $107K in Q2 2023.
  • 313 funds tracked by Wall St. Rank held Casella Waste Systems as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.