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Financial Gravity Asset Management’s Curtiss-Wright CW Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-10
Closed -$2.51K – 1664
2024
Q1 		$2.51K Buy
10
+6
+150% +$1.4K ﹤0.01% 1025
2023
Q4 		$868 Buy
4
+2
+100% +$418 ﹤0.01% 1059
2023
Q3 		$406 Buy
+2
New +$396 ﹤0.01% 834

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Financial Gravity Asset Management's CW Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Curtiss-Wright (CW) in Q2 2024, closing a stake of 10 shares — an estimated $2.51K sold.

Financial Gravity Asset Management first reported a position in CW in Q3 2023 and held it in 3 quarters. The position peaked at $2.51K in Q1 2024. 538 funds tracked by Wall St. Rank hold CW as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Curtiss-Wright position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 10 Curtiss-Wright shares in Q2 2024, an estimated $2.51K.
  • Financial Gravity Asset Management first reported a position in Curtiss-Wright in Q3 2023 and held it in 3 quarters.
  • Financial Gravity Asset Management's Curtiss-Wright position peaked at $2.51K in Q1 2024.
  • 538 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.