Cetera Advisor Networks’s Curtiss-Wright CW Stock Holding History

Cetera Advisor Networks’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 Q1	$1.24M	Buy	4,860 +576	+13%	+$134K	0.01%	1314
2023 Q4	$954K	Buy	4,284 +299	+8%	+$62.6K	0.01%	1410
2023 Q3	$780K	Buy	3,985 +462	+13%	+$91.6K	﹤0.01%	1444
2023 Q2	$647K	Buy	3,523 +251	+8%	+$42.8K	﹤0.01%	1553
2023 Q1	$577K	Buy	3,272 +59	+2%	+$9.99K	﹤0.01%	1600
2022 Q4	$537K	Buy	3,213 +1,032	+47%	+$172K	﹤0.01%	1589
2022 Q3	$304K	Sell	2,181 -1,746	-44%	-$248K	﹤0.01%	1589
2022 Q2	$519K	Sell	3,927 -444	-10%	-$63.1K	0.01%	1238
2022 Q1	$656K	Sell	4,371 -13	-0.3%	-$1.85K	0.01%	1133
2021 Q4	$608K	Buy	4,384 +3	+0.1%	+$396	0.01%	1169
2021 Q3	$553K	Buy	4,381 +2,655	+154%	+$317K	0.01%	1159
2021 Q2	$205K	Buy	+1,726	New	+$216K	﹤0.01%	1751
2020 Q3	–	Sell	-516	Closed	-$46K	–	1590
2020 Q2	$46K	Buy	+516	New	+$49.2K	﹤0.01%	1942

Other funds holding CW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cetera Advisor Networks's CW Position: Q1 2024 in Review

Cetera Advisor Networks increased its Curtiss-Wright (CW) stake by 13% in Q1 2024, buying an estimated $134K and bringing the position to 4,860 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #1314.

Cetera Advisor Networks first reported a position in CW in Q2 2020 and has held it in 13 quarters since. 501 funds tracked by Wall St. Rank hold CW as of Q1 2024.

Cetera Advisor Networks held 4,860 shares of Curtiss-Wright worth $1.24M as of Q1 2024.
Cetera Advisor Networks bought 576 Curtiss-Wright shares in Q1 2024, an estimated $134K.
Curtiss-Wright made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1314 holding.
Cetera Advisor Networks first reported a position in Curtiss-Wright in Q2 2020 and has held it in 13 quarters since.
501 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.