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Laurel Wealth Advisors (California)’s CSW Industrials CSW Stock Holding History

Laurel Wealth Advisors (California)’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
Q2 		– Sell
-1,912
Closed -$225K – 674
2022
Q1 		$225K Buy
+1,912
New +$225K 0.02% 684

Other funds holding CSW

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Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Laurel Wealth Advisors (California)'s CSW Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of CSW Industrials (CSW) in Q2 2022, closing a stake of 1,912 shares — an estimated $225K sold.

Laurel Wealth Advisors (California) first reported a position in CSW in Q1 2022 and held it in 1 quarter. The position peaked at $225K in Q1 2022. 168 funds tracked by Wall St. Rank hold CSW as of Q2 2022.

  • Laurel Wealth Advisors (California) reported no remaining CSW Industrials position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 1,912 CSW Industrials shares in Q2 2022, an estimated $225K.
  • Laurel Wealth Advisors (California) first reported a position in CSW Industrials in Q1 2022 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s CSW Industrials position peaked at $225K in Q1 2022.
  • 168 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.