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

B. Riley 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
2022 Q2	$412K	Hold	4,000	–	–	0.04%	342
2022 Q1	$470K	Hold	4,000	–	–	0.04%	340
2021 Q4	$483K	Hold	4,000	–	–	0.03%	360
2021 Q3	$511K	Buy	+4,000	New	+$498K	0.04%	329
2020 Q3	–	Sell	-4,000	Closed	-$276K	–	432
2020 Q2	$276K	Hold	4,000	–	–	0.03%	319
2020 Q1	$259K	Buy	+4,000	New	+$290K	0.03%	384
2019 Q4	–	Sell	-4,000	Closed	-$276K	–	408
2019 Q3	$276K	Hold	4,000	–	–	0.05%	290
2019 Q2	$273K	Hold	4,000	–	–	0.04%	305
2019 Q1	$229K	Buy	+4,000	New	+$216K	0.04%	323
2018 Q4	–	Sell	-4,000	Closed	-$215K	–	358
2018 Q3	$215K	Buy	+4,000	New	+$218K	0.05%	274

Other funds holding CSW

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

B. Riley Wealth Management's CSW Position: Q2 2022 in Review

B. Riley Wealth Management held its CSW Industrials (CSW) position steady in Q2 2022 at 4,000 shares worth $412K. The position accounts for 0.04% of the portfolio, ranked #342.

B. Riley Wealth Management first reported a position in CSW in Q3 2018 and has held it in 10 quarters since. The position peaked at $511K in Q3 2021. 168 funds tracked by Wall St. Rank hold CSW as of Q2 2022.

B. Riley Wealth Management held 4,000 shares of CSW Industrials worth $412K as of Q2 2022.
B. Riley Wealth Management left its CSW Industrials share count unchanged in Q2 2022.
CSW Industrials made up 0.04% of B. Riley Wealth Management's portfolio in Q2 2022, its #342 holding.
B. Riley Wealth Management first reported a position in CSW Industrials in Q3 2018 and has held it in 10 quarters since.
B. Riley Wealth Management's CSW Industrials position peaked at $511K in Q3 2021.
168 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.