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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
EXPIExp World Hldgs Inc
Recent Activity
Exited
0%
$519,498
36,870 shares@ $14.09 avg price
PKGPackaging Corp Amer
Recent Activity
Exited
0%
$514,595
2,389 shares@ $215.41 avg price
CRHCrh Plc
Recent Activity
Exited
0%
$498,385
5,374 shares@ $92.75 avg price
ELVElevance Health Inc
Recent Activity
Exited
0%
$468,520
901 shares@ $520.0 avg price
PVHPvh Corporation
Recent Activity
Exited
0%
$459,382
4,556 shares@ $100.84 avg price
DACDanaos Corporation
Recent Activity
Exited
0%
$445,323
5,134 shares@ $86.74 avg price
COLLCollegium Pharmaceutical Inc
Recent Activity
Exited
0%
$434,043
11,233 shares@ $38.64 avg price
INSWInternational Seaways Inc
Recent Activity
Exited
0%
$413,717
8,024 shares@ $51.56 avg price
CENTACentral Garden & Pet Co
Recent Activity
Exited
0%
$413,193
13,159 shares@ $31.41 avg price
UFPIUfp Industries Inc
Recent Activity
Exited
0%
$408,067
3,110 shares@ $131.22 avg price