Cetera Advisors’s Curtiss-Wright CW Stock Holding History

Cetera 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
2024 Q1	$1.02M	Buy	3,974 +2,548	+179%	+$592K	0.01%	1147
2023 Q4	$318K	Buy	1,426 +17	+1%	+$3.56K	﹤0.01%	1388
2023 Q3	$276K	Buy	1,409 +229	+19%	+$45.4K	﹤0.01%	1360
2023 Q2	$217K	Buy	+1,180	New	+$201K	﹤0.01%	1469

Other funds holding CW

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cetera Advisors's CW Position: Q1 2024 in Review

Cetera Advisors increased its Curtiss-Wright (CW) stake by 179% in Q1 2024, buying an estimated $592K and bringing the position to 3,974 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1147.

Cetera Advisors first reported a position in CW in Q2 2023 and has held it in 4 quarters since. 500 funds tracked by Wall St. Rank hold CW as of Q1 2024.

Cetera Advisors held 3,974 shares of Curtiss-Wright worth $1.02M as of Q1 2024.
Cetera Advisors bought 2,548 Curtiss-Wright shares in Q1 2024, an estimated $592K.
Curtiss-Wright made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1147 holding.
Cetera Advisors first reported a position in Curtiss-Wright in Q2 2023 and has held it in 4 quarters since.
500 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2024.

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