JWM
CW icon

Janiczek Wealth Management’s Curtiss-Wright CW Stock Holding History

Janiczek 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 		$36.3K Buy
134
+25
+23% +$6.68K 0.01% 454
2024
Q1 		$27.9K Buy
109
+10
+10% +$2.33K 0.01% 509
2023
Q4 		$22.1K Hold
99
– – 0.01% 529
2023
Q3 		$19.4K Hold
99
– – 0.01% 525
2023
Q2 		$18.2K Buy
99
+27
+38% +$4.6K 0.01% 476
2023
Q1 		$12.6K Buy
72
+2
+3% +$339 ﹤0.01% 528
2022
Q4 		$11.7K Sell
70
-11
-14% -$1.83K ﹤0.01% 535
2022
Q3 		$12K Hold
81
– – ﹤0.01% 516
2022
Q2 		$12K Sell
81
-10
-11% -$1.42K ﹤0.01% 543
2022
Q1 		$14K Sell
91
-4
-4% -$569 ﹤0.01% 515
2021
Q4 		$13K Buy
95
+14
+17% +$1.85K ﹤0.01% 552
2021
Q3 		$10K Buy
81
+18
+29% +$2.15K ﹤0.01% 565
2021
Q2 		$7K Buy
63
+4
+7% +$500 ﹤0.01% 602
2021
Q1 		$7K Buy
59
+1
+2% +$116 ﹤0.01% 588
2020
Q4 		$7K Buy
58
+48
+480% +$5.07K ﹤0.01% 519
2020
Q3 		$1K Buy
+10
New +$960 ﹤0.01% 557

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

Janiczek Wealth Management's CW Position: Q2 2024 in Review

Janiczek Wealth Management increased its Curtiss-Wright (CW) stake by 23% in Q2 2024, buying an estimated $6.68K and bringing the position to 134 shares worth $36.3K. The position accounts for 0.01% of the portfolio, ranked #454.

Janiczek Wealth Management first reported a position in CW in Q3 2020 and has held it in 16 quarters since. 538 funds tracked by Wall St. Rank hold CW as of Q2 2024.

  • Janiczek Wealth Management held 134 shares of Curtiss-Wright worth $36.3K as of Q2 2024.
  • Janiczek Wealth Management bought 25 Curtiss-Wright shares in Q2 2024, an estimated $6.68K.
  • Curtiss-Wright made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #454 holding.
  • Janiczek Wealth Management first reported a position in Curtiss-Wright in Q3 2020 and has held it in 16 quarters since.
  • 538 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.