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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Curtiss-Wright CW Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2020
Q4 		$2.35M Hold
20,219
– – 0.59% 16
2020
Q3 		$1.89M Buy
+20,219
New +$1.94M 0.53% 17

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $113B AUM 38.87% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's CW Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management held its Curtiss-Wright (CW) position steady in Q4 2020 at 20,219 shares worth $2.35M. The position accounts for 0.59% of the portfolio, ranked #16.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in CW in Q3 2020 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold CW as of Q4 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management held 20,219 shares of Curtiss-Wright worth $2.35M as of Q4 2020.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management left its Curtiss-Wright share count unchanged in Q4 2020.
  • Curtiss-Wright made up 0.59% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #16 holding.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Curtiss-Wright in Q3 2020 and has held it in 2 quarters since.
  • 320 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.