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Pathstone Family Office’s CSW Industrials CSW Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-6
Closed -$1K – 814
2020
Q4 		$1K Hold
6
– – ﹤0.01% 1078
2020
Q3 		$0 Sell
6
-6
-50% -$435 ﹤0.01% 833
2020
Q2 		$0 Buy
+12
New +$810 ﹤0.01% 766

Other funds holding CSW

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 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
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pathstone Family Office's CSW Position: Q1 2021 in Review

Pathstone Family Office sold out of CSW Industrials (CSW) in Q1 2021, closing a stake of 6 shares — an estimated $1K sold.

Pathstone Family Office first reported a position in CSW in Q2 2020 and held it in 3 quarters. The position peaked at $1K in Q4 2020. 169 funds tracked by Wall St. Rank hold CSW as of Q1 2021.

  • Pathstone Family Office reported no remaining CSW Industrials position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 6 CSW Industrials shares in Q1 2021, an estimated $1K.
  • Pathstone Family Office first reported a position in CSW Industrials in Q2 2020 and held it in 3 quarters.
  • Pathstone Family Office's CSW Industrials position peaked at $1K in Q4 2020.
  • 169 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.