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Wealthcare Capital Management’s CSW Industrials CSW Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-37
Closed -$5K – 202
2021
Q1 		$5K Buy
+37
New +$4.7K ﹤0.01% 377

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BlackRock
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Neuberger Berman Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wealthcare Capital Management's CSW Position: Q2 2021 in Review

Wealthcare Capital Management sold out of CSW Industrials (CSW) in Q2 2021, closing a stake of 37 shares — an estimated $5K sold.

Wealthcare Capital Management first reported a position in CSW in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 163 funds tracked by Wall St. Rank hold CSW as of Q2 2021.

  • Wealthcare Capital Management reported no remaining CSW Industrials position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 37 CSW Industrials shares in Q2 2021, an estimated $5K.
  • Wealthcare Capital Management first reported a position in CSW Industrials in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's CSW Industrials position peaked at $5K in Q1 2021.
  • 163 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.