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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
-2
Closed -$529 – 1491
2024
Q1 		$529 Hold
2
– – ﹤0.01% 814
2023
Q4 		$462 Buy
+2
New +$418 ﹤0.01% 890

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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 2 shares — an estimated $529 sold.

Financial Gravity Asset Management first reported a position in CW in Q4 2023 and held it in 2 quarters. The position peaked at $529 in Q1 2024. 539 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 2 Curtiss-Wright shares in Q2 2024, an estimated $529.
  • Financial Gravity Asset Management first reported a position in Curtiss-Wright in Q4 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's Curtiss-Wright position peaked at $529 in Q1 2024.
  • 539 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.