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CSat Investment Advisory’s Curtiss-Wright CW Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-163
Closed -$15K – 629
2020
Q3 		$15K Buy
163
+26
+19% +$2.5K ﹤0.01% 942
2020
Q2 		$12K Buy
137
+11
+9% +$1.05K ﹤0.01% 984
2020
Q1 		$12K Buy
126
+25
+25% +$3.2K ﹤0.01% 851
2019
Q4 		$14K Buy
101
+12
+13% +$1.63K ﹤0.01% 888
2019
Q3 		$12K Buy
89
+12
+16% +$1.51K ﹤0.01% 852
2019
Q2 		$10K Buy
+77
New +$8.87K ﹤0.01% 871

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 $113B AUM 38.87% 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
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CSat Investment Advisory's CW Position: Q4 2020 in Review

CSat Investment Advisory sold out of Curtiss-Wright (CW) in Q4 2020, closing a stake of 163 shares — an estimated $15K sold.

CSat Investment Advisory first reported a position in CW in Q2 2019 and held it in 6 quarters. The position peaked at $15K in Q3 2020. 320 funds tracked by Wall St. Rank hold CW as of Q4 2020.

  • CSat Investment Advisory reported no remaining Curtiss-Wright position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 163 Curtiss-Wright shares in Q4 2020, an estimated $15K.
  • CSat Investment Advisory first reported a position in Curtiss-Wright in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Curtiss-Wright position peaked at $15K in Q3 2020.
  • 320 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.