LPWM
CSW icon

Lake Point Wealth Management’s CSW Industrials CSW Stock Holding History

Lake Point 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
2021
Q3 		– Sell
-13
Closed -$2K – 415
2021
Q2 		$2K Buy
+13
New +$1.66K ﹤0.01% 328

Other funds holding CSW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Lake Point Wealth Management's CSW Position: Q3 2021 in Review

Lake Point Wealth Management sold out of CSW Industrials (CSW) in Q3 2021, closing a stake of 13 shares — an estimated $2K sold.

Lake Point Wealth Management first reported a position in CSW in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 161 funds tracked by Wall St. Rank hold CSW as of Q3 2021.

  • Lake Point Wealth Management reported no remaining CSW Industrials position as of Q3 2021 after selling out during the quarter.
  • Lake Point Wealth Management sold 13 CSW Industrials shares in Q3 2021, an estimated $2K.
  • Lake Point Wealth Management first reported a position in CSW Industrials in Q2 2021 and held it in 1 quarter.
  • Lake Point Wealth Management's CSW Industrials position peaked at $2K in Q2 2021.
  • 161 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2021.

Based on Lake Point Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.