My Personal CFO LLC’s CSW Industrials CSW Stock Holding History

My Personal CFO LLC’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
2023 Q1	–	Sell	-400	Closed	-$46.4K	–	235
2022 Q4	$46.4K	Buy	+400	New	+$47.9K	0.04%	145

Other funds holding CSW

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $39.2B AUM 21.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

My Personal CFO LLC's CSW Position: Q1 2023 in Review

My Personal CFO LLC sold out of CSW Industrials (CSW) in Q1 2023, closing a stake of 400 shares — an estimated $46.4K sold.

My Personal CFO LLC first reported a position in CSW in Q4 2022 and held it in 1 quarter. The position peaked at $46.4K in Q4 2022. 194 funds tracked by Wall St. Rank hold CSW as of Q1 2023.

My Personal CFO LLC reported no remaining CSW Industrials position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 400 CSW Industrials shares in Q1 2023, an estimated $46.4K.
My Personal CFO LLC first reported a position in CSW Industrials in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's CSW Industrials position peaked at $46.4K in Q4 2022.
194 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.