test

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
VMEOVimeo Inc
Recent Activity
Exited
0%
$390,961
77,418 shares@ $5.06 avg price
CMCCommercial Metals Co
Recent Activity
Exited
0%
$387,138
7,044 shares@ $54.96 avg price
TNKTeekay Tankers Ltd
Recent Activity
Exited
0%
$377,402
6,479 shares@ $58.26 avg price
DTMDt Midstream Inc
Recent Activity
Exited
0%
$371,877
4,728 shares@ $78.66 avg price
GDRXGoodrx Hldgs Inc
Recent Activity
Exited
0%
$370,117
53,331 shares@ $6.94 avg price
CIVICivitas Resources Inc
Recent Activity
Exited
0%
$357,172
7,049 shares@ $50.67 avg price
VGRVector Group Ltd
Recent Activity
Exited
0%
$351,699
23,572 shares@ $14.93 avg price
CMBTEuronav Nv
Recent Activity
Exited
0%
$350,333
21,079 shares@ $16.63 avg price
AESAes Corp
Recent Activity
Exited
0%
$346,817
17,289 shares@ $20.06 avg price
SIGASiga Technologies Inc
Recent Activity
Exited
0%
$332,498
49,259 shares@ $6.75 avg price