CSWM
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Cassady Schiller Wealth Management’s Curtiss-Wright CW Stock Holding History

Cassady Schiller 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 		$1.42K Buy
+4
New +$1.44K ﹤0.01% 689

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

Cassady Schiller Wealth Management's CW Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Curtiss-Wright (CW) in Q4 2024: 4 shares worth $1.42K. The stake represents ﹤0.01% of the portfolio and ranks #689 among its holdings.

622 funds tracked by Wall St. Rank hold CW as of Q4 2024.

  • Cassady Schiller Wealth Management held 4 shares of Curtiss-Wright worth $1.42K as of Q4 2024.
  • Curtiss-Wright was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Curtiss-Wright made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #689 holding.
  • 622 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.