Consolidated Planning Corp’s Curtiss-Wright CW Stock Holding History

Consolidated Planning Corp’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
2021 Q4	–	Sell	-67	Closed	-$8K	–	149
2021 Q3	$8K	Buy	+67	New	+$8.01K	0.01%	321

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

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Consolidated Planning Corp's CW Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Curtiss-Wright (CW) in Q4 2021, closing a stake of 67 shares — an estimated $8K sold.

Consolidated Planning Corp first reported a position in CW in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 339 funds tracked by Wall St. Rank hold CW as of Q4 2021.

Consolidated Planning Corp reported no remaining Curtiss-Wright position as of Q4 2021 after selling out during the quarter.
Consolidated Planning Corp sold 67 Curtiss-Wright shares in Q4 2021, an estimated $8K.
Consolidated Planning Corp first reported a position in Curtiss-Wright in Q3 2021 and held it in 1 quarter.
Consolidated Planning Corp's Curtiss-Wright position peaked at $8K in Q3 2021.
339 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.