Institutional & Family Asset Management’s CSW Industrials CSW Stock Holding History

Institutional & Family Asset 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 Q2	$3.18K	Buy	+12	New	+$2.98K	﹤0.01%	546

Other funds holding CSW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Institutional & Family Asset Management's CSW Position: Q2 2024 in Review

Institutional & Family Asset Management opened a new position in CSW Industrials (CSW) in Q2 2024: 12 shares worth $3.18K. The stake represents ﹤0.01% of the portfolio and ranks #546 among its holdings.

300 funds tracked by Wall St. Rank hold CSW as of Q2 2024.

Institutional & Family Asset Management held 12 shares of CSW Industrials worth $3.18K as of Q2 2024.
CSW Industrials was a new Institutional & Family Asset Management position in Q2 2024.
CSW Industrials made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #546 holding.
300 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.