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

Avior 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
Q4 		– Sell
-5
Closed -$1.64K – 2478
2024
Q3 		$1.64K Buy
5
+4
+400% +$1.18K ﹤0.01% 2007
2024
Q2 		$270 Sell
1
-172
-99% -$46K ﹤0.01% 2167
2024
Q1 		$44.3K Buy
+173
New +$40.2K ﹤0.01% 1278

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avior Wealth Management's CW Position: Q4 2024 in Review

Avior Wealth Management sold out of Curtiss-Wright (CW) in Q4 2024, closing a stake of 5 shares — an estimated $1.64K sold.

Avior Wealth Management first reported a position in CW in Q1 2024 and held it in 3 quarters. The position peaked at $44.3K in Q1 2024. 622 funds tracked by Wall St. Rank hold CW as of Q4 2024.

  • Avior Wealth Management reported no remaining Curtiss-Wright position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 5 Curtiss-Wright shares in Q4 2024, an estimated $1.64K.
  • Avior Wealth Management first reported a position in Curtiss-Wright in Q1 2024 and held it in 3 quarters.
  • Avior Wealth Management's Curtiss-Wright position peaked at $44.3K in Q1 2024.
  • 622 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.