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Pin Oak Investment Advisors’s CSW Industrials CSW Stock Holding History

Pin Oak Investment 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
2021
Q4 		– Sell
-78
Closed -$10K – 422
2021
Q3 		$10K Buy
+78
New +$9.71K 0.01% 303

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Vanguard Group
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CIP
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First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Janus Henderson Group
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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

Pin Oak Investment Advisors's CSW Position: Q4 2021 in Review

Pin Oak Investment Advisors sold out of CSW Industrials (CSW) in Q4 2021, closing a stake of 78 shares — an estimated $10K sold.

Pin Oak Investment Advisors first reported a position in CSW in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 160 funds tracked by Wall St. Rank hold CSW as of Q4 2021.

  • Pin Oak Investment Advisors reported no remaining CSW Industrials position as of Q4 2021 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 78 CSW Industrials shares in Q4 2021, an estimated $10K.
  • Pin Oak Investment Advisors first reported a position in CSW Industrials in Q3 2021 and held it in 1 quarter.
  • Pin Oak Investment Advisors's CSW Industrials position peaked at $10K in Q3 2021.
  • 160 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2021.

Based on Pin Oak Investment Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.