EWM
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Elmwood Wealth Management’s CSW Industrials CSW Stock Holding History

Elmwood Wealth Management’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
2022
Q1 		– Sell
-411
Closed -$50K – 149
2021
Q4 		$50K Buy
+411
New +$53.6K 0.02% 189

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BlackRock
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Neuberger Berman Group
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Vanguard Group
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
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Elmwood Wealth Management's CSW Position: Q1 2022 in Review

Elmwood Wealth Management sold out of CSW Industrials (CSW) in Q1 2022, closing a stake of 411 shares — an estimated $50K sold.

Elmwood Wealth Management first reported a position in CSW in Q4 2021 and held it in 1 quarter. The position peaked at $50K in Q4 2021. 160 funds tracked by Wall St. Rank hold CSW as of Q1 2022.

  • Elmwood Wealth Management reported no remaining CSW Industrials position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 411 CSW Industrials shares in Q1 2022, an estimated $50K.
  • Elmwood Wealth Management first reported a position in CSW Industrials in Q4 2021 and held it in 1 quarter.
  • Elmwood Wealth Management's CSW Industrials position peaked at $50K in Q4 2021.
  • 160 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.