SYSTM Wealth Solutions’s CSW Industrials CSW Stock Holding History

SYSTM Wealth Solutions’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	-43	Closed	-$11.4K	–	217
2024 Q2	$11.4K	Buy	+43	New	+$10.7K	﹤0.01%	458

Other funds holding CSW

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

CCA

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

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

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

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

SYSTM Wealth Solutions's CSW Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of CSW Industrials (CSW) in Q3 2024, closing a stake of 43 shares — an estimated $11.4K sold.

SYSTM Wealth Solutions first reported a position in CSW in Q2 2024 and held it in 1 quarter. The position peaked at $11.4K in Q2 2024. 346 funds tracked by Wall St. Rank hold CSW as of Q3 2024.

SYSTM Wealth Solutions reported no remaining CSW Industrials position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 43 CSW Industrials shares in Q3 2024, an estimated $11.4K.
SYSTM Wealth Solutions first reported a position in CSW Industrials in Q2 2024 and held it in 1 quarter.
SYSTM Wealth Solutions's CSW Industrials position peaked at $11.4K in Q2 2024.
346 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.