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IndexIQ Advisors’s Curtiss-Wright CW Stock Holding History

IndexIQ 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
2022
Q1 		– Sell
-3,561
Closed -$494K – 1356
2021
Q4 		$494K Sell
3,561
-230
-6% -$30.4K 0.02% 584
2021
Q3 		$478K Buy
3,791
+380
+11% +$45.4K 0.02% 595
2021
Q2 		$405K Buy
3,411
+38
+1% +$4.75K 0.01% 689
2021
Q1 		$400K Buy
+3,373
New +$390K 0.01% 707

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

IndexIQ Advisors's CW Position: Q1 2022 in Review

IndexIQ Advisors sold out of Curtiss-Wright (CW) in Q1 2022, closing a stake of 3,561 shares — an estimated $494K sold.

IndexIQ Advisors first reported a position in CW in Q1 2021 and held it in 4 quarters. The position peaked at $494K in Q4 2021. 351 funds tracked by Wall St. Rank hold CW as of Q1 2022.

  • IndexIQ Advisors reported no remaining Curtiss-Wright position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 3,561 Curtiss-Wright shares in Q1 2022, an estimated $494K.
  • IndexIQ Advisors first reported a position in Curtiss-Wright in Q1 2021 and held it in 4 quarters.
  • IndexIQ Advisors's Curtiss-Wright position peaked at $494K in Q4 2021.
  • 351 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.