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Lake Point Wealth Management’s Curtiss-Wright CW Stock Holding History

Lake Point 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
Q1 		$13K Hold
140
– – 0.01% 96
2019
Q4 		$20K Buy
+140
New +$19K 0.01% 207
2019
Q2 		$18K Hold
140
– – 0.01% 251
2019
Q1 		$18K Hold
140
– – 0.01% 251
2018
Q4 		$14K Buy
+140
New +$15.6K 0.01% 401

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lake Point Wealth Management's CW Position: Q1 2020 in Review

Lake Point Wealth Management held its Curtiss-Wright (CW) position steady in Q1 2020 at 140 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #96.

Lake Point Wealth Management first reported a position in CW in Q4 2018 and has held it in 5 quarters since. The position peaked at $20K in Q4 2019. 307 funds tracked by Wall St. Rank hold CW as of Q1 2020.

  • Lake Point Wealth Management held 140 shares of Curtiss-Wright worth $13K as of Q1 2020.
  • Lake Point Wealth Management left its Curtiss-Wright share count unchanged in Q1 2020.
  • Curtiss-Wright made up 0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #96 holding.
  • Lake Point Wealth Management first reported a position in Curtiss-Wright in Q4 2018 and has held it in 5 quarters since.
  • Lake Point Wealth Management's Curtiss-Wright position peaked at $20K in Q4 2019.
  • 307 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.