Phoenix Financial’s Curtiss-Wright CW Stock Holding History

Phoenix Financial’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
2020 Q2	–	Sell	-3,110	Closed	-$279K	–	319
2020 Q1	$279K	Buy	+3,110	New	+$399K	0.01%	272

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Phoenix Financial's CW Position: Q2 2020 in Review

Phoenix Financial sold out of Curtiss-Wright (CW) in Q2 2020, closing a stake of 3,110 shares — an estimated $279K sold.

Phoenix Financial first reported a position in CW in Q1 2020 and held it in 1 quarter. The position peaked at $279K in Q1 2020. 310 funds tracked by Wall St. Rank hold CW as of Q2 2020.

Phoenix Financial reported no remaining Curtiss-Wright position as of Q2 2020 after selling out during the quarter.
Phoenix Financial sold 3,110 Curtiss-Wright shares in Q2 2020, an estimated $279K.
Phoenix Financial first reported a position in Curtiss-Wright in Q1 2020 and held it in 1 quarter.
Phoenix Financial's Curtiss-Wright position peaked at $279K in Q1 2020.
310 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2020.

Based on Phoenix Financial's 13F filing for Q2 2020, filed 10 Aug 2020.