1834 Investment Advisors’s Curtiss-Wright CW Stock Holding History

1834 Investment Advisors’s Portfolio CW Stock Details CW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-23	Closed	-$2K	–	429
2020 Q2	$2K	Buy	+23	New	+$2.19K	﹤0.01%	421

Other funds holding CW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

1834 Investment Advisors's CW Position: Q3 2020 in Review

1834 Investment Advisors sold out of Curtiss-Wright (CW) in Q3 2020, closing a stake of 23 shares — an estimated $2K sold.

1834 Investment Advisors first reported a position in CW in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 314 funds tracked by Wall St. Rank hold CW as of Q3 2020.

1834 Investment Advisors reported no remaining Curtiss-Wright position as of Q3 2020 after selling out during the quarter.
1834 Investment Advisors sold 23 Curtiss-Wright shares in Q3 2020, an estimated $2K.
1834 Investment Advisors first reported a position in Curtiss-Wright in Q2 2020 and held it in 1 quarter.
1834 Investment Advisors's Curtiss-Wright position peaked at $2K in Q2 2020.
314 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2020.

Based on 1834 Investment Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.