FSC Wealth Advisors’s Curtiss-Wright CW Stock Holding History

FSC Wealth 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 Q1	–	Sell	-170	Closed	-$37.9K	–	267
2023 Q4	$37.9K	Buy	170 +6	+4%	+$1.25K	0.03%	118
2023 Q3	$32.1K	Buy	+164	New	+$32.5K	0.03%	99

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FSC Wealth Advisors's CW Position: Q1 2024 in Review

FSC Wealth Advisors sold out of Curtiss-Wright (CW) in Q1 2024, closing a stake of 170 shares — an estimated $37.9K sold.

FSC Wealth Advisors first reported a position in CW in Q3 2023 and held it in 2 quarters. The position peaked at $37.9K in Q4 2023. 500 funds tracked by Wall St. Rank hold CW as of Q1 2024.

FSC Wealth Advisors reported no remaining Curtiss-Wright position as of Q1 2024 after selling out during the quarter.
FSC Wealth Advisors sold 170 Curtiss-Wright shares in Q1 2024, an estimated $37.9K.
FSC Wealth Advisors first reported a position in Curtiss-Wright in Q3 2023 and held it in 2 quarters.
FSC Wealth Advisors's Curtiss-Wright position peaked at $37.9K in Q4 2023.
500 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2024.

Based on FSC Wealth Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.