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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
AQNAlgonquin Pwr Utils Corp
Recent Activity
New Position
0.05%
$905,486
203,480 shares@ $4.45 avg price
ARKOArko Corp
Recent Activity
New Position
0.05%
$814,293
123,565 shares@ $6.59 avg price
BBWBuild-a-bear Workshop Inc
Recent Activity
New Position
0.05%
$799,669
17,369 shares@ $46.05 avg price
MOSMosaic Co New
Recent Activity
New Position
0.04%
$765,495
31,143 shares@ $24.59 avg price
TDSTelephone & Data Sys Inc
Recent Activity
New Position
0.04%
$710,170
20,820 shares@ $34.11 avg price
IEMGIshares Inc
Recent Activity
New Position
0.04%
$707,446
13,547 shares@ $52.23 avg price
CFCf Inds Hldgs Inc
Recent Activity
New Position
0.04%
$657,229
7,703 shares@ $85.33 avg price
TXOTxo Partners Lp
Recent Activity
New Position
0.04%
$653,897
38,830 shares@ $16.84 avg price
FDPFresh Del Monte Produce Inc
Recent Activity
New Position
0.04%
$624,846
18,815 shares@ $33.21 avg price
SITCSite Ctrs Corp
Recent Activity
New Position
0.04%
$605,729
39,616 shares@ $15.3 avg price