Rehmann Capital Advisory Group’s Curtiss-Wright CW Stock Holding History

Rehmann Capital Advisory Group’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	-1,666	Closed	-$591K	–	607
2024 Q4	$591K	Buy	1,666 +119	+8%	+$42.9K	0.04%	318
2024 Q3	$515K	Sell	1,547 -282	-15%	-$83.5K	0.03%	330
2024 Q2	$495K	Sell	1,829 -179	-9%	-$47.8K	0.04%	322
2024 Q1	$514K	Buy	2,008 +220	+12%	+$51.1K	0.04%	312
2023 Q4	$398K	Buy	1,788 +311	+21%	+$65.1K	0.03%	358
2023 Q3	$289K	Buy	+1,477	New	+$293K	0.03%	408
2020 Q4	–	Sell	-7,707	Closed	-$719K	–	487
2020 Q3	$719K	Buy	+7,707	New	+$740K	0.09%	190
2019 Q3	$1.42K	Hold	11	–	–	﹤0.01%	1485
2019 Q2	$1.4K	Hold	11	–	–	﹤0.01%	1858
2019 Q1	$1.25K	Buy	+11	New	+$1.25K	﹤0.01%	1882

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

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

Rehmann Capital Advisory Group's CW Position: Q1 2025 in Review

Rehmann Capital Advisory Group sold out of Curtiss-Wright (CW) in Q1 2025, closing a stake of 1,666 shares — an estimated $591K sold.

Rehmann Capital Advisory Group first reported a position in CW in Q1 2019 and held it in 10 quarters. The position peaked at $719K in Q3 2020. 646 funds tracked by Wall St. Rank hold CW as of Q1 2025.

Rehmann Capital Advisory Group reported no remaining Curtiss-Wright position as of Q1 2025 after selling out during the quarter.
Rehmann Capital Advisory Group sold 1,666 Curtiss-Wright shares in Q1 2025, an estimated $591K.
Rehmann Capital Advisory Group first reported a position in Curtiss-Wright in Q1 2019 and held it in 10 quarters.
Rehmann Capital Advisory Group's Curtiss-Wright position peaked at $719K in Q3 2020.
646 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2025.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2025, filed 30 Apr 2025.