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Money Concepts Capital’s Curtiss-Wright CW Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-35
Closed -$5.84K – 988
2022
Q4 		$5.84K Hold
35
– – ﹤0.01% 2277
2022
Q3 		$5K Hold
35
– – ﹤0.01% 1199
2022
Q2 		$5K Hold
35
– – ﹤0.01% 1162
2022
Q1 		$5K Buy
+35
New +$4.98K ﹤0.01% 2188

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Money Concepts Capital's CW Position: Q1 2023 in Review

Money Concepts Capital sold out of Curtiss-Wright (CW) in Q1 2023, closing a stake of 35 shares — an estimated $5.84K sold.

Money Concepts Capital first reported a position in CW in Q1 2022 and held it in 4 quarters. The position peaked at $5.84K in Q4 2022. 386 funds tracked by Wall St. Rank hold CW as of Q1 2023.

  • Money Concepts Capital reported no remaining Curtiss-Wright position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 35 Curtiss-Wright shares in Q1 2023, an estimated $5.84K.
  • Money Concepts Capital first reported a position in Curtiss-Wright in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Curtiss-Wright position peaked at $5.84K in Q4 2022.
  • 386 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.