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Sageworth Trust Company of South Dakota’s Curtiss-Wright CW Stock Holding History

Sageworth Trust Company of South Dakota’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
2022
Q3 		– Sell
-6
Closed -$1K – 336
2022
Q2 		$1K Hold
6
– – ﹤0.01% 456
2022
Q1 		$1K Sell
6
-41
-87% -$5.83K ﹤0.01% 492
2021
Q4 		$7K Buy
+47
New +$6.2K 0.01% 451

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Invesco
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
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Primecap Management
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sageworth Trust Company of South Dakota's CW Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Curtiss-Wright (CW) in Q3 2022, closing a stake of 6 shares — an estimated $1K sold.

Sageworth Trust Company of South Dakota first reported a position in CW in Q4 2021 and held it in 3 quarters. The position peaked at $7K in Q4 2021. 339 funds tracked by Wall St. Rank hold CW as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Curtiss-Wright position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 6 Curtiss-Wright shares in Q3 2022, an estimated $1K.
  • Sageworth Trust Company of South Dakota first reported a position in Curtiss-Wright in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Curtiss-Wright position peaked at $7K in Q4 2021.
  • 339 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.