Claris Advisors’s CSW Industrials CSW Stock Holding History

Claris 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	-1	Closed	-$366	–	318
2024 Q3	$366	Buy	+1	New	+$312	﹤0.01%	766

Other funds holding CSW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Claris Advisors's CSW Position: Q4 2024 in Review

Claris Advisors sold out of CSW Industrials (CSW) in Q4 2024, closing a stake of 1 share — an estimated $366 sold.

Claris Advisors first reported a position in CSW in Q3 2024 and held it in 1 quarter. The position peaked at $366 in Q3 2024. 371 funds tracked by Wall St. Rank hold CSW as of Q4 2024.

Claris Advisors reported no remaining CSW Industrials position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 1 CSW Industrials share in Q4 2024, an estimated $366.
Claris Advisors first reported a position in CSW Industrials in Q3 2024 and held it in 1 quarter.
Claris Advisors's CSW Industrials position peaked at $366 in Q3 2024.
371 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.