Curi Wealth Management’s Curtiss-Wright CW Stock Holding History

Curi Wealth Management’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	-71	Closed	-$9K	–	308
2022 Q2	$9K	Hold	71	–	–	﹤0.01%	383
2022 Q1	$10K	Hold	71	–	–	﹤0.01%	356
2021 Q4	$9K	Buy	+71	New	+$9.37K	﹤0.01%	327
2021 Q1	–	Sell	-71	Closed	-$8K	–	193
2020 Q4	$8K	Buy	+71	New	+$7.49K	0.01%	275

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

Curi Wealth Management's CW Position: Q3 2022 in Review

Curi Wealth Management sold out of Curtiss-Wright (CW) in Q3 2022, closing a stake of 71 shares — an estimated $9K sold.

Curi Wealth Management first reported a position in CW in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q1 2022. 338 funds tracked by Wall St. Rank hold CW as of Q3 2022.

Curi Wealth Management reported no remaining Curtiss-Wright position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 71 Curtiss-Wright shares in Q3 2022, an estimated $9K.
Curi Wealth Management first reported a position in Curtiss-Wright in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Curtiss-Wright position peaked at $10K in Q1 2022.
338 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.