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WealthShield Partners’s Casella Waste Systems CWST Stock Holding History

WealthShield 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
2021
Q2 		– Sell
-18
Closed -$1K – 851
2021
Q1 		$1K Buy
+18
New +$1.09K ﹤0.01% 1105

Other funds holding CWST

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CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthShield Partners's CWST Position: Q2 2021 in Review

WealthShield Partners sold out of Casella Waste Systems (CWST) in Q2 2021, closing a stake of 18 shares — an estimated $1K sold.

WealthShield Partners first reported a position in CWST in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 237 funds tracked by Wall St. Rank hold CWST as of Q2 2021.

  • WealthShield Partners reported no remaining Casella Waste Systems position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 18 Casella Waste Systems shares in Q2 2021, an estimated $1K.
  • WealthShield Partners first reported a position in Casella Waste Systems in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's Casella Waste Systems position peaked at $1K in Q1 2021.
  • 237 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.