LWM
CSW

Liberty Wealth Management’s CSW Industrials CSW Stock Holding History

Liberty 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
Q4 		– Sell
-152
Closed -$21K – 359
2021
Q3 		$21K Buy
152
+77
+103% +$9.59K 0.01% 628
2021
Q2 		$9K Hold
75
– – ﹤0.01% 671
2021
Q1 		$9K Hold
75
– – ﹤0.01% 612
2020
Q4 		$9K Hold
75
– – ﹤0.01% 607
2020
Q3 		$6K Hold
75
– – ﹤0.01% 593
2020
Q2 		$5K Hold
75
– – ﹤0.01% 593
2020
Q1 		$5K Buy
+75
New +$5.43K ﹤0.01% 566

Other funds holding CSW

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Allspring Global Investments
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BlackRock
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $7.88B AUM 6.82% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return