RWM
CSW

Raffa Wealth Management’s CSW Industrials CSW Stock Holding History

Raffa Wealth Management’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
-114
Closed -$30.2K – 1104
2024
Q2 		$30.2K Hold
114
– – 0.01% 248
2024
Q1 		$26.7K Buy
+114
New +$25.4K 0.01% 255
2022
Q4 		– Sell
-6
Closed -$719 – 1086
2022
Q3 		$719 Buy
+6
New +$734 ﹤0.01% 911

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 $36.1B AUM 11.5% 1-Year Est. Return

Raffa Wealth Management's CSW Position: Q3 2024 in Review

Raffa Wealth Management sold out of CSW Industrials (CSW) in Q3 2024, closing a stake of 114 shares — an estimated $30.2K sold.

Raffa Wealth Management first reported a position in CSW in Q3 2022 and held it in 3 quarters. The position peaked at $30.2K in Q2 2024. 346 funds tracked by Wall St. Rank hold CSW as of Q3 2024.

  • Raffa Wealth Management reported no remaining CSW Industrials position as of Q3 2024 after selling out during the quarter.
  • Raffa Wealth Management sold 114 CSW Industrials shares in Q3 2024, an estimated $30.2K.
  • Raffa Wealth Management first reported a position in CSW Industrials in Q3 2022 and held it in 3 quarters.
  • Raffa Wealth Management's CSW Industrials position peaked at $30.2K in Q2 2024.
  • 346 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2024.

Based on Raffa Wealth Management's 13F filing for Q3 2024, filed 27 Jul 2026.