Alaethes Wealth’s Curtiss-Wright CW Stock Holding History

Alaethes Wealth’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
2022 Q1	–	Sell	-8	Closed	-$1K	–	304
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	267
2021 Q3	$1K	Hold	8	–	–	﹤0.01%	253
2021 Q2	$1K	Buy	+8	New	+$1K	﹤0.01%	247

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Alaethes Wealth's CW Position: Q1 2022 in Review

Alaethes Wealth sold out of Curtiss-Wright (CW) in Q1 2022, closing a stake of 8 shares — an estimated $1K sold.

Alaethes Wealth first reported a position in CW in Q2 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 351 funds tracked by Wall St. Rank hold CW as of Q1 2022.

Alaethes Wealth reported no remaining Curtiss-Wright position as of Q1 2022 after selling out during the quarter.
Alaethes Wealth sold 8 Curtiss-Wright shares in Q1 2022, an estimated $1K.
Alaethes Wealth first reported a position in Curtiss-Wright in Q2 2021 and held it in 3 quarters.
Alaethes Wealth's Curtiss-Wright position peaked at $1K in Q4 2021.
351 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2022.

Based on Alaethes Wealth's 13F filing for Q1 2022, filed 16 May 2022.