AWM
CSW

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 $5.7T AUM 30.48% 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 $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.61T AUM 30.72% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return