FCA
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FinTrust Capital Advisors’s Curtiss-Wright CW Stock Holding History

FinTrust Capital Advisors’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
Q3 		$10.2K Hold
31
– – ﹤0.01% 941
2024
Q2 		$8.4K Hold
31
– – ﹤0.01% 945
2024
Q1 		$7.93K Hold
31
– – ﹤0.01% 899
2023
Q4 		$6.91K Buy
+31
New +$6.49K ﹤0.01% 891

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

FinTrust Capital Advisors's CW Position: Q3 2024 in Review

FinTrust Capital Advisors held its Curtiss-Wright (CW) position steady in Q3 2024 at 31 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

FinTrust Capital Advisors first reported a position in CW in Q4 2023 and has held it in 4 quarters since. 561 funds tracked by Wall St. Rank hold CW as of Q3 2024.

  • FinTrust Capital Advisors held 31 shares of Curtiss-Wright worth $10.2K as of Q3 2024.
  • FinTrust Capital Advisors left its Curtiss-Wright share count unchanged in Q3 2024.
  • Curtiss-Wright made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #941 holding.
  • FinTrust Capital Advisors first reported a position in Curtiss-Wright in Q4 2023 and has held it in 4 quarters since.
  • 561 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.