CWC
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Carolinas Wealth Consulting’s CSW Industrials CSW Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-2
Closed -$491 – 1062
2023
Q4 		$491 Hold
2
– – ﹤0.01% 921
2023
Q3 		$419 Buy
+2
New +$354 ﹤0.01% 952

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Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carolinas Wealth Consulting's CSW Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of CSW Industrials (CSW) in Q1 2024, closing a stake of 2 shares — an estimated $491 sold.

Carolinas Wealth Consulting first reported a position in CSW in Q3 2023 and held it in 2 quarters. The position peaked at $491 in Q4 2023. 269 funds tracked by Wall St. Rank hold CSW as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining CSW Industrials position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 2 CSW Industrials shares in Q1 2024, an estimated $491.
  • Carolinas Wealth Consulting first reported a position in CSW Industrials in Q3 2023 and held it in 2 quarters.
  • Carolinas Wealth Consulting's CSW Industrials position peaked at $491 in Q4 2023.
  • 269 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.