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BDO Wealth Advisors’s Curtiss-Wright CW Stock Holding History

BDO Wealth 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
2023
Q2 		$19K Buy
104
+1
+1% +$170 ﹤0.01% 582
2023
Q1 		$18.2K Hold
103
– – ﹤0.01% 598
2022
Q4 		$17.3K Hold
103
– – ﹤0.01% 599
2022
Q3 		$14K Buy
+103
New +$14.6K ﹤0.01% 639

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BDO Wealth Advisors's CW Position: Q2 2023 in Review

BDO Wealth Advisors increased its Curtiss-Wright (CW) stake by 0.97% in Q2 2023, buying an estimated $170 and bringing the position to 104 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

BDO Wealth Advisors first reported a position in CW in Q3 2022 and has held it in 4 quarters since. 380 funds tracked by Wall St. Rank hold CW as of Q2 2023.

  • BDO Wealth Advisors held 104 shares of Curtiss-Wright worth $19K as of Q2 2023.
  • BDO Wealth Advisors bought 1 Curtiss-Wright share in Q2 2023, an estimated $170.
  • Curtiss-Wright made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #582 holding.
  • BDO Wealth Advisors first reported a position in Curtiss-Wright in Q3 2022 and has held it in 4 quarters since.
  • 380 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.