PFG
CSW

Peterson Financial Group’s CSW Industrials CSW Stock Holding History

Peterson Financial Group’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 		$72K Buy
+196
New +$61.2K 0.28% 68

Other funds holding CSW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Peterson Financial Group's CSW Position: Q3 2024 in Review

Peterson Financial Group opened a new position in CSW Industrials (CSW) in Q3 2024: 196 shares worth $72K. The stake represents 0.28% of the portfolio and ranks #68 among its holdings.

346 funds tracked by Wall St. Rank hold CSW as of Q3 2024.

  • Peterson Financial Group held 196 shares of CSW Industrials worth $72K as of Q3 2024.
  • CSW Industrials was a new Peterson Financial Group position in Q3 2024.
  • CSW Industrials made up 0.28% of Peterson Financial Group's portfolio in Q3 2024, its #68 holding.
  • 346 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.