LWM
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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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Allspring Global Investments
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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

Liberty Wealth Management's CSW Position: Q4 2021 in Review

Liberty Wealth Management sold out of CSW Industrials (CSW) in Q4 2021, closing a stake of 152 shares — an estimated $21K sold.

Liberty Wealth Management first reported a position in CSW in Q1 2020 and held it in 7 quarters. The position peaked at $21K in Q3 2021. 160 funds tracked by Wall St. Rank hold CSW as of Q4 2021.

  • Liberty Wealth Management reported no remaining CSW Industrials position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 152 CSW Industrials shares in Q4 2021, an estimated $21K.
  • Liberty Wealth Management first reported a position in CSW Industrials in Q1 2020 and held it in 7 quarters.
  • Liberty Wealth Management's CSW Industrials position peaked at $21K in Q3 2021.
  • 160 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.