Wipfli Financial Advisors’s CSW Industrials CSW Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$7K	Buy	+62	New	+$7.59K	﹤0.01%	1954

Other funds holding CSW

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wipfli Financial Advisors's CSW Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in CSW Industrials (CSW) in Q3 2022: 62 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1954 among its holdings.

189 funds tracked by Wall St. Rank hold CSW as of Q3 2022.

Wipfli Financial Advisors held 62 shares of CSW Industrials worth $7K as of Q3 2022.
CSW Industrials was a new Wipfli Financial Advisors position in Q3 2022.
CSW Industrials made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1954 holding.
189 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.