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

Focused 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
2024
Q1 		– Sell
-6
Closed -$1.35K – 363
2023
Q4 		$1.35K Hold
6
– – ﹤0.01% 823
2023
Q3 		$1.19K Hold
6
– – ﹤0.01% 829
2023
Q2 		$1.11K Hold
6
– – ﹤0.01% 870
2023
Q1 		$1.07K Hold
6
– – ﹤0.01% 861
2022
Q4 		$1.01K Hold
6
– – ﹤0.01% 870
2022
Q3 		$1K Hold
6
– – ﹤0.01% 822
2022
Q2 		$1K Hold
6
– – ﹤0.01% 803
2022
Q1 		$1K Hold
6
– – ﹤0.01% 860
2021
Q4 		$1K Hold
6
– – ﹤0.01% 868
2021
Q3 		$1K Buy
+6
New +$717 ﹤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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Focused Wealth Management's CW Position: Q1 2024 in Review

Focused Wealth Management sold out of Curtiss-Wright (CW) in Q1 2024, closing a stake of 6 shares — an estimated $1.35K sold.

Focused Wealth Management first reported a position in CW in Q3 2021 and held it in 10 quarters. The position peaked at $1.35K in Q4 2023. 500 funds tracked by Wall St. Rank hold CW as of Q1 2024.

  • Focused Wealth Management reported no remaining Curtiss-Wright position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 6 Curtiss-Wright shares in Q1 2024, an estimated $1.35K.
  • Focused Wealth Management first reported a position in Curtiss-Wright in Q3 2021 and held it in 10 quarters.
  • Focused Wealth Management's Curtiss-Wright position peaked at $1.35K in Q4 2023.
  • 500 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.