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IronBridge Private Wealth’s Curtiss-Wright CW Stock Holding History

IronBridge Private Wealth’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
Q2 		– Sell
-28,394
Closed -$4.26M – 35
2022
Q1 		$4.26M Buy
+28,394
New +$4.04M 2.63% 12

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

IronBridge Private Wealth's CW Position: Q2 2022 in Review

IronBridge Private Wealth sold out of Curtiss-Wright (CW) in Q2 2022, closing a stake of 28,394 shares — an estimated $4.26M sold.

IronBridge Private Wealth first reported a position in CW in Q1 2022 and held it in 1 quarter. The position peaked at $4.26M in Q1 2022. 336 funds tracked by Wall St. Rank hold CW as of Q2 2022.

  • IronBridge Private Wealth reported no remaining Curtiss-Wright position as of Q2 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 28,394 Curtiss-Wright shares in Q2 2022, an estimated $4.26M.
  • IronBridge Private Wealth first reported a position in Curtiss-Wright in Q1 2022 and held it in 1 quarter.
  • IronBridge Private Wealth's Curtiss-Wright position peaked at $4.26M in Q1 2022.
  • 336 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2022.

Based on IronBridge Private Wealth's 13F filing for Q2 2022, filed 27 Jul 2022.