Concord Wealth Partners’s Curtiss-Wright CW Stock Holding History

Concord 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
2022 Q3	–	Sell	-27	Closed	-$4K	–	360
2022 Q2	$4K	Buy	+27	New	+$3.83K	﹤0.01%	861

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Concord Wealth Partners's CW Position: Q3 2022 in Review

Concord Wealth Partners sold out of Curtiss-Wright (CW) in Q3 2022, closing a stake of 27 shares — an estimated $4K sold.

Concord Wealth Partners first reported a position in CW in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 338 funds tracked by Wall St. Rank hold CW as of Q3 2022.

Concord Wealth Partners reported no remaining Curtiss-Wright position as of Q3 2022 after selling out during the quarter.
Concord Wealth Partners sold 27 Curtiss-Wright shares in Q3 2022, an estimated $4K.
Concord Wealth Partners first reported a position in Curtiss-Wright in Q2 2022 and held it in 1 quarter.
Concord Wealth Partners's Curtiss-Wright position peaked at $4K in Q2 2022.
338 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.