BFEC
CSW

Benjamin F. Edwards & Company’s CSW Industrials CSW Stock Holding History

Benjamin F. Edwards & Company’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 		$3K Sell
10
-3
-23% -$744 ﹤0.01% 1978
2024
Q1 		$3K Sell
13
-2
-13% -$446 ﹤0.01% 1947
2023
Q4 		$3K Buy
+15
New +$2.72K ﹤0.01% 1934

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

Benjamin F. Edwards & Company's CSW Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its CSW Industrials (CSW) stake by 23% in Q2 2024, selling an estimated $744 and leaving 10 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

Benjamin F. Edwards & Company first reported a position in CSW in Q4 2023 and has held it in 3 quarters since. 301 funds tracked by Wall St. Rank hold CSW as of Q2 2024.

  • Benjamin F. Edwards & Company held 10 shares of CSW Industrials worth $3K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 3 CSW Industrials shares in Q2 2024, an estimated $744.
  • CSW Industrials made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1978 holding.
  • Benjamin F. Edwards & Company first reported a position in CSW Industrials in Q4 2023 and has held it in 3 quarters since.
  • 301 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.