Berman Capital Advisors’s Curtiss-Wright CW Stock Holding History

Berman Capital 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
2021 Q3	$3K	Sell	32 -57	-64%	-$6.81K	﹤0.01%	1572
2021 Q2	$9K	Buy	89 +22	+33%	+$2.75K	﹤0.01%	1155
2021 Q1	$7K	Buy	67 +14	+26%	+$1.62K	﹤0.01%	1149
2020 Q4	$6K	Sell	53 -24	-31%	-$2.53K	﹤0.01%	1075
2020 Q3	$7K	Sell	77 -33	-30%	-$3.17K	﹤0.01%	915
2020 Q2	$9K	Buy	+110	New	+$10.5K	﹤0.01%	789
2020 Q1	–	Sell	-19	Closed	-$2.44K	–	1505
2019 Q4	$2K	Hold	19	–	–	﹤0.01%	1187
2019 Q3	$2K	Hold	19	–	–	﹤0.01%	1166
2019 Q2	$2K	Hold	19	–	–	﹤0.01%	1174
2019 Q1	$2K	Buy	+19	New	+$2.16K	﹤0.01%	1072

Other funds holding CW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

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

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Berman Capital Advisors's CW Position: Q3 2021 in Review

Berman Capital Advisors reduced its Curtiss-Wright (CW) stake by 64% in Q3 2021, selling an estimated $6.81K and leaving 32 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

Berman Capital Advisors first reported a position in CW in Q1 2019 and has held it in 10 quarters since. The position peaked at $9K in Q2 2021. 300 funds tracked by Wall St. Rank hold CW as of Q3 2021.

Berman Capital Advisors held 32 shares of Curtiss-Wright worth $3K as of Q3 2021.
Berman Capital Advisors sold 57 Curtiss-Wright shares in Q3 2021, an estimated $6.81K.
Curtiss-Wright made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1572 holding.
Berman Capital Advisors first reported a position in Curtiss-Wright in Q1 2019 and has held it in 10 quarters since.
Berman Capital Advisors's Curtiss-Wright position peaked at $9K in Q2 2021.
300 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.