Opal Wealth Advisors’s CSW Industrials CSW Stock Holding History

Opal Wealth Advisors’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
2024 Q3	–	Sell	-17	Closed	-$4.51K	–	408
2024 Q2	$4.51K	Buy	+17	New	+$4.22K	﹤0.01%	823

Other funds holding CSW

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Opal Wealth Advisors's CSW Position: Q3 2024 in Review

Opal Wealth Advisors sold out of CSW Industrials (CSW) in Q3 2024, closing a stake of 17 shares — an estimated $4.51K sold.

Opal Wealth Advisors first reported a position in CSW in Q2 2024 and held it in 1 quarter. The position peaked at $4.51K in Q2 2024. 346 funds tracked by Wall St. Rank hold CSW as of Q3 2024.

Opal Wealth Advisors reported no remaining CSW Industrials position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 17 CSW Industrials shares in Q3 2024, an estimated $4.51K.
Opal Wealth Advisors first reported a position in CSW Industrials in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's CSW Industrials position peaked at $4.51K in Q2 2024.
346 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.