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FourThought Financial’s Curtiss-Wright CW Stock Holding History

FourThought Financial’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
2022
Q3 		$7K Hold
50
– – ﹤0.01% 1106
2022
Q2 		$7K Hold
50
– – ﹤0.01% 1088
2022
Q1 		$8K Hold
50
– – ﹤0.01% 1084
2021
Q4 		$7K Hold
50
– – ﹤0.01% 1144
2021
Q3 		$6K Hold
50
– – ﹤0.01% 1184
2021
Q2 		$5K Sell
50
-1,513
-97% -$189K ﹤0.01% 1210
2021
Q1 		$185K Sell
1,563
-47
-3% -$5.44K 0.03% 361
2020
Q4 		$187K Buy
+1,610
New +$170K 0.03% 352

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FourThought Financial's CW Position: Q3 2022 in Review

FourThought Financial held its Curtiss-Wright (CW) position steady in Q3 2022 at 50 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

FourThought Financial first reported a position in CW in Q4 2020 and has held it in 8 quarters since. The position peaked at $187K in Q4 2020. 339 funds tracked by Wall St. Rank hold CW as of Q3 2022.

  • FourThought Financial held 50 shares of Curtiss-Wright worth $7K as of Q3 2022.
  • FourThought Financial left its Curtiss-Wright share count unchanged in Q3 2022.
  • Curtiss-Wright made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1106 holding.
  • FourThought Financial first reported a position in Curtiss-Wright in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's Curtiss-Wright position peaked at $187K in Q4 2020.
  • 339 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.