JWM
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Jeppson Wealth Management’s Curtiss-Wright CW Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-205
Closed -$19K – 200
2020
Q3 		$19K Buy
+205
New +$19.7K 0.01% 338

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Jeppson Wealth Management's CW Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Curtiss-Wright (CW) in Q4 2020, closing a stake of 205 shares — an estimated $19K sold.

Jeppson Wealth Management first reported a position in CW in Q3 2020 and held it in 1 quarter. The position peaked at $19K in Q3 2020. 319 funds tracked by Wall St. Rank hold CW as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Curtiss-Wright position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 205 Curtiss-Wright shares in Q4 2020, an estimated $19K.
  • Jeppson Wealth Management first reported a position in Curtiss-Wright in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Curtiss-Wright position peaked at $19K in Q3 2020.
  • 319 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.