Investmark Advisory Group’s Curtiss-Wright CW Stock Holding History

Investmark Advisory Group’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	-148	Closed	-$20K	–	142
2021 Q4	$20K	Buy	+148	New	+$19.5K	0.02%	219

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Investmark Advisory Group's CW Position: Q1 2022 in Review

Investmark Advisory Group sold out of Curtiss-Wright (CW) in Q1 2022, closing a stake of 148 shares — an estimated $20K sold.

Investmark Advisory Group first reported a position in CW in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 351 funds tracked by Wall St. Rank hold CW as of Q1 2022.

Investmark Advisory Group reported no remaining Curtiss-Wright position as of Q1 2022 after selling out during the quarter.
Investmark Advisory Group sold 148 Curtiss-Wright shares in Q1 2022, an estimated $20K.
Investmark Advisory Group first reported a position in Curtiss-Wright in Q4 2021 and held it in 1 quarter.
Investmark Advisory Group's Curtiss-Wright position peaked at $20K in Q4 2021.
351 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.