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LGT Financial Advisors’s Curtiss-Wright CW Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-47
Closed -$16.7K – 405
2024
Q4 		$16.7K Hold
47
– – 0.04% 343
2024
Q3 		$15.4K Hold
47
– – 0.04% 333
2024
Q2 		$12.7K Hold
47
– – 0.03% 415
2024
Q1 		$12K Hold
47
– – 0.01% 466
2023
Q4 		$10.5K Hold
47
– – 0.01% 478
2023
Q3 		$9.2K Buy
+47
New +$9.31K 0.01% 496

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LGT Financial Advisors's CW Position: Q1 2025 in Review

LGT Financial Advisors sold out of Curtiss-Wright (CW) in Q1 2025, closing a stake of 47 shares — an estimated $16.7K sold.

LGT Financial Advisors first reported a position in CW in Q3 2023 and held it in 6 quarters. The position peaked at $16.7K in Q4 2024. 646 funds tracked by Wall St. Rank hold CW as of Q1 2025.

  • LGT Financial Advisors reported no remaining Curtiss-Wright position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 47 Curtiss-Wright shares in Q1 2025, an estimated $16.7K.
  • LGT Financial Advisors first reported a position in Curtiss-Wright in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Curtiss-Wright position peaked at $16.7K in Q4 2024.
  • 646 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.