CPA
CSW icon

Capital Performance Advisors’s CSW Industrials CSW Stock Holding History

Capital Performance 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
Q4 		– Sell
-11
Closed -$4.03K – 758
2024
Q3 		$4.03K Buy
+11
New +$3.43K ﹤0.01% 1205

Other funds holding CSW

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital Performance Advisors's CSW Position: Q4 2024 in Review

Capital Performance Advisors sold out of CSW Industrials (CSW) in Q4 2024, closing a stake of 11 shares — an estimated $4.03K sold.

Capital Performance Advisors first reported a position in CSW in Q3 2024 and held it in 1 quarter. The position peaked at $4.03K in Q3 2024. 371 funds tracked by Wall St. Rank hold CSW as of Q4 2024.

  • Capital Performance Advisors reported no remaining CSW Industrials position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 11 CSW Industrials shares in Q4 2024, an estimated $4.03K.
  • Capital Performance Advisors first reported a position in CSW Industrials in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's CSW Industrials position peaked at $4.03K in Q3 2024.
  • 371 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.