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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
FNCLFidelity Covington Trust
Recent Activity
New Position
0.02%
$233,855
3,405 shares@ $68.68 avg price
ICSHIshares Tr
Recent Activity
New Position
0.02%
$229,457
4,550 shares@ $50.44 avg price
TIGOMillicom Intl Cellular S A
Recent Activity
New Position
0.02%
$229,242
9,166 shares@ $25.02 avg price
LLoews Corp
Recent Activity
New Position
0.02%
$226,546
2,675 shares@ $84.7 avg price
OCFCOceanfirst Finl Corp
Recent Activity
New Position
0.02%
$226,250
12,500 shares@ $18.1 avg price
EQIXEquinix Inc
Recent Activity
New Position
0.02%
$218,628
232 shares@ $942.37 avg price
UHSUniversal Hlth Svcs Inc
Recent Activity
New Position
0.02%
$216,560
1,207 shares@ $179.43 avg price
CHTRCharter Communications Inc N
Recent Activity
New Position
0.02%
$211,832
618 shares@ $342.78 avg price
AMPAmeriprise Finl Inc
Recent Activity
New Position
0.02%
$203,924
383 shares@ $532.44 avg price
CMECme Group Inc
Recent Activity
New Position
0.02%
$202,969
874 shares@ $232.23 avg price