CWP
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CFM Wealth Partners’s Curtiss-Wright CW Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-461
Closed -$41K – 231
2020
Q2 		$41K Sell
461
-55
-11% -$5.24K 0.02% 301
2020
Q1 		$48K Hold
516
– – 0.02% 273
2019
Q4 		$77K Buy
+516
New +$69.9K 0.03% 232

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CFM Wealth Partners's CW Position: Q3 2020 in Review

CFM Wealth Partners sold out of Curtiss-Wright (CW) in Q3 2020, closing a stake of 461 shares — an estimated $41K sold.

CFM Wealth Partners first reported a position in CW in Q4 2019 and held it in 3 quarters. The position peaked at $77K in Q4 2019. 314 funds tracked by Wall St. Rank hold CW as of Q3 2020.

  • CFM Wealth Partners reported no remaining Curtiss-Wright position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 461 Curtiss-Wright shares in Q3 2020, an estimated $41K.
  • CFM Wealth Partners first reported a position in Curtiss-Wright in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Curtiss-Wright position peaked at $77K in Q4 2019.
  • 314 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.