Institutional & Family Asset Management’s Curtiss-Wright CW Stock Holding History

Institutional & Family Asset 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	$2.98K	Hold	11	–	–	﹤0.01%	550
2024 Q1	$2.81K	Buy	+11	New	+$2.56K	﹤0.01%	552
2022 Q2	–	Sell	-59	Closed	-$9K	–	736
2022 Q1	$9K	Hold	59	–	–	﹤0.01%	453
2021 Q4	$8K	Hold	59	–	–	﹤0.01%	472
2021 Q3	$7K	Hold	59	–	–	﹤0.01%	603
2021 Q2	$7K	Hold	59	–	–	﹤0.01%	648
2021 Q1	$7K	Hold	59	–	–	﹤0.01%	614
2020 Q4	$7K	Buy	59 +41	+228%	+$4.33K	﹤0.01%	590
2020 Q3	$2K	Buy	+18	New	+$1.73K	﹤0.01%	684
2020 Q1	–	Sell	-18	Closed	-$3K	–	829
2019 Q4	$3K	Hold	18	–	–	﹤0.01%	652
2019 Q3	$2K	Hold	18	–	–	﹤0.01%	683
2019 Q2	$2K	Buy	+18	New	+$2.07K	﹤0.01%	702

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Institutional & Family Asset Management's CW Position: Q2 2024 in Review

Institutional & Family Asset Management held its Curtiss-Wright (CW) position steady in Q2 2024 at 11 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Institutional & Family Asset Management first reported a position in CW in Q2 2019 and has held it in 12 quarters since. The position peaked at $9K in Q1 2022. 538 funds tracked by Wall St. Rank hold CW as of Q2 2024.

Institutional & Family Asset Management held 11 shares of Curtiss-Wright worth $2.98K as of Q2 2024.
Institutional & Family Asset Management left its Curtiss-Wright share count unchanged in Q2 2024.
Curtiss-Wright made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #550 holding.
Institutional & Family Asset Management first reported a position in Curtiss-Wright in Q2 2019 and has held it in 12 quarters since.
Institutional & Family Asset Management's Curtiss-Wright position peaked at $9K in Q1 2022.
538 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.