Glassman Wealth Services’s CSW Industrials CSW Stock Holding History

Glassman Wealth Services’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
2021 Q2	–	Sell	-1	Closed	–	–	1484
2021 Q1	$0	Buy	+1	New	+$127	﹤0.01%	1429

Other funds holding CSW

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Glassman Wealth Services's CSW Position: Q2 2021 in Review

Glassman Wealth Services sold out of CSW Industrials (CSW) in Q2 2021, closing a stake of 1 share.

Glassman Wealth Services first reported a position in CSW in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 163 funds tracked by Wall St. Rank hold CSW as of Q2 2021.

Glassman Wealth Services reported no remaining CSW Industrials position as of Q2 2021 after selling out during the quarter.
Glassman Wealth Services sold 1 CSW Industrials share in Q2 2021.
Glassman Wealth Services first reported a position in CSW Industrials in Q1 2021 and held it in 1 quarter.
Glassman Wealth Services's CSW Industrials position peaked at $0 in Q1 2021.
163 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2021.

Based on Glassman Wealth Services's 13F filing for Q2 2021, filed 4 Aug 2021.