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AE Wealth Management’s CSW Industrials CSW Stock Holding History

AE Wealth Management’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,473
Closed -$391K – 1253
2024
Q2 		$391K Hold
1,473
– – ﹤0.01% 950
2024
Q1 		$346K Sell
1,473
-196
-12% -$43.7K ﹤0.01% 919
2023
Q4 		$342K Buy
1,669
+196
+13% +$35.6K ﹤0.01% 1645
2023
Q3 		$258K Buy
+1,473
New +$261K ﹤0.01% 1673
2022
Q2 		– Sell
-1,918
Closed -$226K – 1736
2022
Q1 		$226K Sell
1,918
-155
-7% -$18.2K ﹤0.01% 1542
2021
Q4 		$251K Sell
2,073
-147
-7% -$19.2K ﹤0.01% 1517
2021
Q3 		$283K Hold
2,220
– – ﹤0.01% 1381
2021
Q2 		$263K Buy
+2,220
New +$283K ﹤0.01% 1399
2019
Q1 		– Sell
-5,336
Closed -$258K – 646
2018
Q4 		$258K Buy
+5,336
New +$265K 0.04% 383

Other funds holding CSW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

AE Wealth Management's CSW Position: Q3 2024 in Review

AE Wealth Management sold out of CSW Industrials (CSW) in Q3 2024, closing a stake of 1,473 shares — an estimated $391K sold.

AE Wealth Management first reported a position in CSW in Q4 2018 and held it in 9 quarters. The position peaked at $391K in Q2 2024. 346 funds tracked by Wall St. Rank hold CSW as of Q3 2024.

  • AE Wealth Management reported no remaining CSW Industrials position as of Q3 2024 after selling out during the quarter.
  • AE Wealth Management sold 1,473 CSW Industrials shares in Q3 2024, an estimated $391K.
  • AE Wealth Management first reported a position in CSW Industrials in Q4 2018 and held it in 9 quarters.
  • AE Wealth Management's CSW Industrials position peaked at $391K in Q2 2024.
  • 346 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2024.

Based on AE Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.