Simplex Trading’s CSW Industrials CSW Stock Holding History

Simplex Trading’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
2023 Q1	–	Sell	-300	Closed	-$34K	–	9175
2022 Q4	$34K	Hold	300	–	–	﹤0.01%	6298
2022 Q3	$35K	Buy	+300	New	+$36.7K	﹤0.01%	6882

Other funds holding CSW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplex Trading's CSW Position: Q3 2024 in Review

Simplex Trading sold out of CSW Industrials (CSW) in Q3 2024, closing a stake of 1,048 shares — an estimated $278K sold.

Simplex Trading first reported a position in CSW in Q3 2022 and held it in 5 quarters. The position peaked at $278K in Q2 2024. 346 funds tracked by Wall St. Rank hold CSW as of Q3 2024.

Simplex Trading reported no remaining CSW Industrials position as of Q3 2024 after selling out during the quarter.
Simplex Trading sold 1,048 CSW Industrials shares in Q3 2024, an estimated $278K.
Simplex Trading first reported a position in CSW Industrials in Q3 2022 and held it in 5 quarters.
Simplex Trading's CSW Industrials position peaked at $278K in Q2 2024.
346 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2024.

Based on Simplex Trading's 13F filing for Q3 2024, filed 8 Nov 2024.