BRWA
CSW

B. Riley Wealth Advisors’s CSW Industrials CSW Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-4,000
Closed -$701K – 1436
2024
Q1 		$701K Hold
4,000
– – 0.02% 639
2023
Q4 		$830K Hold
4,000
– – 0.02% 589
2023
Q3 		$701K Sell
4,000
-4,000
-50% -$708K 0.02% 639
2023
Q2 		$1.33M Buy
8,000
+4,000
+100% +$578K 0.03% 475
2023
Q1 		$556K Hold
4,000
– – 0.01% 759
2022
Q4 		$464K Hold
4,000
– – 0.01% 821
2022
Q3 		$480K Buy
+4,000
New +$489K 0.01% 772

Other funds holding CSW

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

B. Riley Wealth Advisors's CSW Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of CSW Industrials (CSW) in Q2 2024, closing a stake of 4,000 shares — an estimated $701K sold.

B. Riley Wealth Advisors first reported a position in CSW in Q3 2022 and held it in 7 quarters. The position peaked at $1.33M in Q2 2023. 301 funds tracked by Wall St. Rank hold CSW as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining CSW Industrials position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,000 CSW Industrials shares in Q2 2024, an estimated $701K.
  • B. Riley Wealth Advisors first reported a position in CSW Industrials in Q3 2022 and held it in 7 quarters.
  • B. Riley Wealth Advisors's CSW Industrials position peaked at $1.33M in Q2 2023.
  • 301 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.