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Pacific Capital Wealth Advisors’s Curtiss-Wright CW Stock Holding History

Pacific Capital Wealth 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
-44
Closed -$15.6K – 152
2024
Q4 		$15.6K Hold
44
– – ﹤0.01% 238
2024
Q3 		$14.5K Hold
44
– – ﹤0.01% 268
2024
Q2 		$11.9K Buy
+44
New +$11.8K ﹤0.01% 296

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

Pacific Capital Wealth Advisors's CW Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Curtiss-Wright (CW) in Q1 2025, closing a stake of 44 shares — an estimated $15.6K sold.

Pacific Capital Wealth Advisors first reported a position in CW in Q2 2024 and held it in 3 quarters. The position peaked at $15.6K in Q4 2024. 646 funds tracked by Wall St. Rank hold CW as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Curtiss-Wright position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 44 Curtiss-Wright shares in Q1 2025, an estimated $15.6K.
  • Pacific Capital Wealth Advisors first reported a position in Curtiss-Wright in Q2 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's Curtiss-Wright position peaked at $15.6K in Q4 2024.
  • 646 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.