AE Wealth Management’s Curtiss-Wright CW Stock Holding History

AE Wealth Management’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
2024 Q1	–	Sell	-1,030	Closed	-$233K	–	1323
2023 Q4	$233K	Buy	+1,030	New	+$216K	﹤0.01%	1830

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

AE Wealth Management's CW Position: Q1 2024 in Review

AE Wealth Management sold out of Curtiss-Wright (CW) in Q1 2024, closing a stake of 1,030 shares — an estimated $233K sold.

AE Wealth Management first reported a position in CW in Q4 2023 and held it in 1 quarter. The position peaked at $233K in Q4 2023. 500 funds tracked by Wall St. Rank hold CW as of Q1 2024.

AE Wealth Management reported no remaining Curtiss-Wright position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 1,030 Curtiss-Wright shares in Q1 2024, an estimated $233K.
AE Wealth Management first reported a position in Curtiss-Wright in Q4 2023 and held it in 1 quarter.
AE Wealth Management's Curtiss-Wright position peaked at $233K in Q4 2023.
500 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.