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ICA Group Wealth Management’s Curtiss-Wright CW Stock Holding History

ICA Group Wealth 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
2024
Q2 		– Sell
-13
Closed -$3.33K – 885
2024
Q1 		$3.33K Hold
13
– – ﹤0.01% 1104
2023
Q4 		$2.9K Buy
+13
New +$2.72K ﹤0.01% 1128
2023
Q3 		– Sell
-13
Closed -$2.39K – 434
2023
Q2 		$2.39K Hold
13
– – ﹤0.01% 1110
2023
Q1 		$2.29K Hold
13
– – ﹤0.01% 1061
2022
Q4 		$2.17K Buy
+13
New +$2.17K ﹤0.01% 1095

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

ICA Group Wealth Management's CW Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Curtiss-Wright (CW) in Q2 2024, closing a stake of 13 shares — an estimated $3.33K sold.

ICA Group Wealth Management first reported a position in CW in Q4 2022 and held it in 5 quarters. The position peaked at $3.33K in Q1 2024. 538 funds tracked by Wall St. Rank hold CW as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Curtiss-Wright position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 13 Curtiss-Wright shares in Q2 2024, an estimated $3.33K.
  • ICA Group Wealth Management first reported a position in Curtiss-Wright in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Curtiss-Wright position peaked at $3.33K in Q1 2024.
  • 538 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.