Lloyd Advisory Services’s Curtiss-Wright CW Stock Holding History

Lloyd Advisory Services’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
2023 Q4	–	Sell	-1,214	Closed	-$237K	–	191
2023 Q3	$237K	Buy	+1,214	New	+$241K	0.08%	215

Other funds holding CW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lloyd Advisory Services's CW Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Curtiss-Wright (CW) in Q4 2023, closing a stake of 1,214 shares — an estimated $237K sold.

Lloyd Advisory Services first reported a position in CW in Q3 2023 and held it in 1 quarter. The position peaked at $237K in Q3 2023. 478 funds tracked by Wall St. Rank hold CW as of Q4 2023.

Lloyd Advisory Services reported no remaining Curtiss-Wright position as of Q4 2023 after selling out during the quarter.
Lloyd Advisory Services sold 1,214 Curtiss-Wright shares in Q4 2023, an estimated $237K.
Lloyd Advisory Services first reported a position in Curtiss-Wright in Q3 2023 and held it in 1 quarter.
Lloyd Advisory Services's Curtiss-Wright position peaked at $237K in Q3 2023.
478 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.