GeoWealth Management’s CSW Industrials CSW Stock Holding History

GeoWealth 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
2024 Q4	–	Sell	-64	Closed	-$23.4K	–	1815
2024 Q3	$23.4K	Buy	+64	New	+$20K	﹤0.01%	1251

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

GeoWealth Management's CSW Position: Q4 2024 in Review

GeoWealth Management sold out of CSW Industrials (CSW) in Q4 2024, closing a stake of 64 shares — an estimated $23.4K sold.

GeoWealth Management first reported a position in CSW in Q3 2024 and held it in 1 quarter. The position peaked at $23.4K in Q3 2024. 371 funds tracked by Wall St. Rank hold CSW as of Q4 2024.

GeoWealth Management reported no remaining CSW Industrials position as of Q4 2024 after selling out during the quarter.
GeoWealth Management sold 64 CSW Industrials shares in Q4 2024, an estimated $23.4K.
GeoWealth Management first reported a position in CSW Industrials in Q3 2024 and held it in 1 quarter.
GeoWealth Management's CSW Industrials position peaked at $23.4K in Q3 2024.
371 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.