MBM Wealth Consultants’s Curtiss-Wright CW Stock Holding History

MBM Wealth Consultants’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	-1,150	Closed	-$236K	–	112
2023 Q3	$236K	Hold	1,150	–	–	0.1%	93
2023 Q2	$219K	Hold	1,150	–	–	0.09%	98
2023 Q1	$203K	Hold	1,150	–	–	0.08%	100
2022 Q4	$190K	Hold	1,150	–	–	0.09%	90
2022 Q3	$164K	Hold	1,150	–	–	0.08%	86
2022 Q2	$152K	Hold	1,150	–	–	0.07%	87
2022 Q1	$173K	Hold	1,150	–	–	0.07%	100
2021 Q4	$159K	Hold	1,150	–	–	0.07%	107
2021 Q3	$145K	Hold	1,150	–	–	0.07%	116
2021 Q2	$137K	Hold	1,150	–	–	0.06%	113
2021 Q1	$136K	Buy	1,150 +100	+10%	+$11.6K	0.07%	106
2020 Q4	$122K	Buy	+1,050	New	+$111K	0.07%	102
2019 Q3	–	Sell	-520	Closed	-$66K	–	212
2019 Q2	$66K	Hold	520	–	–	0.05%	112
2019 Q1	$59K	Hold	520	–	–	0.05%	115
2018 Q4	$53K	Buy	+520	New	+$58.1K	0.05%	129

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

MBM Wealth Consultants's CW Position: Q4 2023 in Review

MBM Wealth Consultants sold out of Curtiss-Wright (CW) in Q4 2023, closing a stake of 1,150 shares — an estimated $236K sold.

MBM Wealth Consultants first reported a position in CW in Q4 2018 and held it in 15 quarters. The position peaked at $236K in Q3 2023. 478 funds tracked by Wall St. Rank hold CW as of Q4 2023.

MBM Wealth Consultants reported no remaining Curtiss-Wright position as of Q4 2023 after selling out during the quarter.
MBM Wealth Consultants sold 1,150 Curtiss-Wright shares in Q4 2023, an estimated $236K.
MBM Wealth Consultants first reported a position in Curtiss-Wright in Q4 2018 and held it in 15 quarters.
MBM Wealth Consultants's Curtiss-Wright position peaked at $236K in Q3 2023.
478 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2023.

Based on MBM Wealth Consultants's 13F filing for Q4 2023, filed 30 Jan 2024.