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American Portfolios Advisors’s Curtiss-Wright CW Stock Holding History

American Portfolios 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
2022
Q3 		$5.71K Buy
41
+9
+28% +$1.28K ﹤0.01% 2768
2022
Q2 		$4.23K Hold
32
– – ﹤0.01% 2897
2022
Q1 		$4.8K Hold
32
– – ﹤0.01% 2959
2021
Q4 		$4.44K Hold
32
– – ﹤0.01% 2938
2021
Q3 		$4.04K Hold
32
– – ﹤0.01% 2940
2021
Q2 		$3.8K Sell
32
-7
-18% -$875 ﹤0.01% 2938
2021
Q1 		$4.63K Buy
39
+7
+22% +$810 ﹤0.01% 2728
2020
Q4 		$3.72K Hold
32
– – ﹤0.01% 2532
2020
Q3 		$2.98K Hold
32
– – ﹤0.01% 2472
2020
Q2 		$2.86K Hold
32
– – ﹤0.01% 2428
2020
Q1 		$2.96K Hold
32
– – ﹤0.01% 2267
2019
Q4 		$4.51K Hold
32
– – ﹤0.01% 2322
2019
Q3 		$4.14K Buy
+32
New +$4.03K ﹤0.01% 2257
2019
Q1 		– Sell
-200
Closed -$20.4K – 2619
2018
Q4 		$20.4K Hold
200
– – ﹤0.01% 1362
2018
Q3 		$27.5K Buy
+200
New +$26.2K ﹤0.01% 1361

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Portfolios Advisors's CW Position: Q3 2022 in Review

American Portfolios Advisors increased its Curtiss-Wright (CW) stake by 28% in Q3 2022, buying an estimated $1.28K and bringing the position to 41 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2768.

American Portfolios Advisors first reported a position in CW in Q3 2018 and has held it in 15 quarters since. The position peaked at $27.5K in Q3 2018. 339 funds tracked by Wall St. Rank hold CW as of Q3 2022.

  • American Portfolios Advisors held 41 shares of Curtiss-Wright worth $5.71K as of Q3 2022.
  • American Portfolios Advisors bought 9 Curtiss-Wright shares in Q3 2022, an estimated $1.28K.
  • Curtiss-Wright made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2768 holding.
  • American Portfolios Advisors first reported a position in Curtiss-Wright in Q3 2018 and has held it in 15 quarters since.
  • American Portfolios Advisors's Curtiss-Wright position peaked at $27.5K in Q3 2018.
  • 339 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.