KI
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Kapitalo Investimentos’s Curtiss-Wright CW Stock Holding History

Kapitalo Investimentos’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
Q3 		– Sell
-1,129
Closed -$306K – 180
2024
Q2 		$306K Buy
1,129
+83
+8% +$22.2K 0.09% 84
2024
Q1 		$268K Sell
1,046
-1,300
-55% -$302K 0.06% 191
2023
Q4 		$523K Buy
2,346
+653
+39% +$137K 0.11% 94
2023
Q3 		$331K Buy
+1,693
New +$336K 0.05% 181

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kapitalo Investimentos's CW Position: Q3 2024 in Review

Kapitalo Investimentos sold out of Curtiss-Wright (CW) in Q3 2024, closing a stake of 1,129 shares — an estimated $306K sold.

Kapitalo Investimentos first reported a position in CW in Q3 2023 and held it in 4 quarters. The position peaked at $523K in Q4 2023. 561 funds tracked by Wall St. Rank hold CW as of Q3 2024.

  • Kapitalo Investimentos reported no remaining Curtiss-Wright position as of Q3 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 1,129 Curtiss-Wright shares in Q3 2024, an estimated $306K.
  • Kapitalo Investimentos first reported a position in Curtiss-Wright in Q3 2023 and held it in 4 quarters.
  • Kapitalo Investimentos's Curtiss-Wright position peaked at $523K in Q4 2023.
  • 561 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2024.

Based on Kapitalo Investimentos's 13F filing for Q3 2024, filed 15 Oct 2024.