Gradient Investments’s Curtiss-Wright CW Stock Holding History

Gradient Investments’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	-8	Closed	-$1.78K	–	1365
2023 Q4	$1.78K	Hold	8	–	–	﹤0.01%	1255
2023 Q3	$1.56K	Hold	8	–	–	﹤0.01%	1239
2023 Q2	$1.47K	Buy	+8	New	+$1.36K	﹤0.01%	1242
2020 Q1	–	Sell	-17	Closed	-$2K	–	1115
2019 Q4	$2K	Hold	17	–	–	﹤0.01%	929
2019 Q3	$2K	Hold	17	–	–	﹤0.01%	914
2019 Q2	$2K	Hold	17	–	–	﹤0.01%	865
2019 Q1	$2K	Buy	+17	New	+$1.94K	﹤0.01%	739

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

Gradient Investments's CW Position: Q1 2024 in Review

Gradient Investments sold out of Curtiss-Wright (CW) in Q1 2024, closing a stake of 8 shares — an estimated $1.78K sold.

Gradient Investments first reported a position in CW in Q1 2019 and held it in 7 quarters. The position peaked at $2K in Q4 2019. 500 funds tracked by Wall St. Rank hold CW as of Q1 2024.

Gradient Investments reported no remaining Curtiss-Wright position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 8 Curtiss-Wright shares in Q1 2024, an estimated $1.78K.
Gradient Investments first reported a position in Curtiss-Wright in Q1 2019 and held it in 7 quarters.
Gradient Investments's Curtiss-Wright position peaked at $2K in Q4 2019.
500 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.