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Kimberly Key

@Cwa Asset Management Group, Llc

Latest period2024 - Q4ReportedManaged Assets$1.983BTotal holdings559
Assets growth rate5.45%Assets growth rate (2-Q avg)9.89%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cwa Asset Management Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 559 positions.

Assets under management

The assets under management (AUM) of Cwa Asset Management Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.983B in assets, with a quarterly growth rate of 5.45% and a 2-quarter average growth rate of 9.89%. The portfolio is managed by Kimberly Key, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DOCUDocusign Inc
Recent Activity
Exited
0%
$1.03M
16,589 shares@ $62.09 avg price
POWLPowell Inds Inc
Recent Activity
Exited
0%
$982,534
4,426 shares@ $222.0 avg price
VLOValero Energy Corp
Recent Activity
Exited
0%
$939,488
6,958 shares@ $135.03 avg price
CVSCvs Health Corp
Recent Activity
Exited
0%
$777,313
12,362 shares@ $62.88 avg price
DLBDolby Laboratories Inc
Recent Activity
Exited
0%
$746,321
9,752 shares@ $76.54 avg price
CATYCathay Gen Bancorp
Recent Activity
Exited
0%
$671,106
15,625 shares@ $42.96 avg price
DOLEDole Plc
Recent Activity
Exited
0%
$555,114
34,077 shares@ $16.29 avg price
RELXRelx Plc
Recent Activity
Exited
0%
$547,696
11,540 shares@ $47.47 avg price
GAPGap Inc
Recent Activity
Exited
0%
$546,509
24,785 shares@ $22.05 avg price
HBMHudbay Minerals Inc
Recent Activity
Exited
0%
$526,973
57,342 shares@ $9.2 avg price