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Gerber Kawasaki Wealth & Investment Management’s Curtiss-Wright CW Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-111
Closed -$14K – 465
2021
Q3 		$14K Buy
+111
New +$13.3K ﹤0.01% 578

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 $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's CW Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Curtiss-Wright (CW) in Q4 2021, closing a stake of 111 shares — an estimated $14K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in CW in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 340 funds tracked by Wall St. Rank hold CW as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Curtiss-Wright position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 111 Curtiss-Wright shares in Q4 2021, an estimated $14K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Curtiss-Wright in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Curtiss-Wright position peaked at $14K in Q3 2021.
  • 340 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.