FORA Capital’s Curtiss-Wright CW Stock Holding History

FORA Capital’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
2023 Q1	–	Sell	-2,709	Closed	-$452K	–	556
2022 Q4	$452K	Buy	+2,709	New	+$451K	0.07%	287
2022 Q2	–	Sell	-2,311	Closed	-$350K	–	478
2022 Q1	$350K	Buy	+2,311	New	+$329K	0.06%	356

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FORA Capital's CW Position: Q1 2023 in Review

FORA Capital sold out of Curtiss-Wright (CW) in Q1 2023, closing a stake of 2,709 shares — an estimated $452K sold.

FORA Capital first reported a position in CW in Q1 2022 and held it in 2 quarters. The position peaked at $452K in Q4 2022. 386 funds tracked by Wall St. Rank hold CW as of Q1 2023.

FORA Capital reported no remaining Curtiss-Wright position as of Q1 2023 after selling out during the quarter.
FORA Capital sold 2,709 Curtiss-Wright shares in Q1 2023, an estimated $452K.
FORA Capital first reported a position in Curtiss-Wright in Q1 2022 and held it in 2 quarters.
FORA Capital's Curtiss-Wright position peaked at $452K in Q4 2022.
386 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2023.

Based on FORA Capital's 13F filing for Q1 2023, filed 12 May 2023.