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Symphony Financial’s CSW Industrials CSW Stock Holding History

Symphony Financial’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
Q4 		– Sell
-1,326
Closed -$490K – 228
2024
Q3 		$490K Buy
1,326
+116
+10% +$36.2K 0.08% 144
2024
Q2 		$320K Buy
+1,210
New +$300K 0.06% 163

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 $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Symphony Financial's CSW Position: Q4 2024 in Review

Symphony Financial sold out of CSW Industrials (CSW) in Q4 2024, closing a stake of 1,326 shares — an estimated $490K sold.

Symphony Financial first reported a position in CSW in Q2 2024 and held it in 2 quarters. The position peaked at $490K in Q3 2024. 371 funds tracked by Wall St. Rank hold CSW as of Q4 2024.

  • Symphony Financial reported no remaining CSW Industrials position as of Q4 2024 after selling out during the quarter.
  • Symphony Financial sold 1,326 CSW Industrials shares in Q4 2024, an estimated $490K.
  • Symphony Financial first reported a position in CSW Industrials in Q2 2024 and held it in 2 quarters.
  • Symphony Financial's CSW Industrials position peaked at $490K in Q3 2024.
  • 371 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2024.

Based on Symphony Financial's 13F filing for Q4 2024, filed 24 Jan 2025.