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Benjamin F. Edwards & Company’s Curtiss-Wright CW Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$22K Sell
82
-11
-12% -$2.94K ﹤0.01% 1521
2024
Q1 		$24K Hold
93
– – ﹤0.01% 1473
2023
Q4 		$21K Buy
+93
New +$19.5K ﹤0.01% 1476

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Benjamin F. Edwards & Company's CW Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Curtiss-Wright (CW) stake by 12% in Q2 2024, selling an estimated $2.94K and leaving 82 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

Benjamin F. Edwards & Company first reported a position in CW in Q4 2023 and has held it in 3 quarters since. The position peaked at $24K in Q1 2024. 539 funds tracked by Wall St. Rank hold CW as of Q2 2024.

  • Benjamin F. Edwards & Company held 82 shares of Curtiss-Wright worth $22K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 11 Curtiss-Wright shares in Q2 2024, an estimated $2.94K.
  • Curtiss-Wright made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1521 holding.
  • Benjamin F. Edwards & Company first reported a position in Curtiss-Wright in Q4 2023 and has held it in 3 quarters since.
  • Benjamin F. Edwards & Company's Curtiss-Wright position peaked at $24K in Q1 2024.
  • 539 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.