BCWM
CSW

Bartlett & Co Wealth Management’s CSW Industrials CSW Stock Holding History

Bartlett & Co 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
Q4 		– Sell
-24
Closed -$2.88K – 1125
2022
Q3 		$2.88K Hold
24
– – ﹤0.01% 1006
2022
Q2 		$2.47K Buy
+24
New +$2.56K ﹤0.01% 1153

Other funds holding CSW

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Bartlett & Co Wealth Management's CSW Position: Q4 2022 in Review

Bartlett & Co Wealth Management sold out of CSW Industrials (CSW) in Q4 2022, closing a stake of 24 shares — an estimated $2.88K sold.

Bartlett & Co Wealth Management first reported a position in CSW in Q2 2022 and held it in 2 quarters. The position peaked at $2.88K in Q3 2022. 188 funds tracked by Wall St. Rank hold CSW as of Q4 2022.

  • Bartlett & Co Wealth Management reported no remaining CSW Industrials position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 24 CSW Industrials shares in Q4 2022, an estimated $2.88K.
  • Bartlett & Co Wealth Management first reported a position in CSW Industrials in Q2 2022 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's CSW Industrials position peaked at $2.88K in Q3 2022.
  • 188 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2024.