Bellwether Advisors’s CSW Industrials CSW Stock Holding History

Bellwether 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
2021 Q3	–	Sell	-10	Closed	-$1K	–	556
2021 Q2	$1K	Buy	+10	New	+$1.28K	﹤0.01%	393

Other funds holding CSW

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

Bellwether Advisors's CSW Position: Q3 2021 in Review

Bellwether Advisors sold out of CSW Industrials (CSW) in Q3 2021, closing a stake of 10 shares — an estimated $1K sold.

Bellwether Advisors first reported a position in CSW in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 161 funds tracked by Wall St. Rank hold CSW as of Q3 2021.

Bellwether Advisors reported no remaining CSW Industrials position as of Q3 2021 after selling out during the quarter.
Bellwether Advisors sold 10 CSW Industrials shares in Q3 2021, an estimated $1K.
Bellwether Advisors first reported a position in CSW Industrials in Q2 2021 and held it in 1 quarter.
Bellwether Advisors's CSW Industrials position peaked at $1K in Q2 2021.
161 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2021.

Based on Bellwether Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.