Shore Point Advisors’s Curtiss-Wright CW Stock Holding History

Shore Point 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
2022 Q1	–	Sell	-400	Closed	-$55K	–	69
2021 Q4	$55K	Buy	+400	New	+$52.8K	0.05%	62

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Shore Point Advisors's CW Position: Q1 2022 in Review

Shore Point Advisors sold out of Curtiss-Wright (CW) in Q1 2022, closing a stake of 400 shares — an estimated $55K sold.

Shore Point Advisors first reported a position in CW in Q4 2021 and held it in 1 quarter. The position peaked at $55K in Q4 2021. 351 funds tracked by Wall St. Rank hold CW as of Q1 2022.

Shore Point Advisors reported no remaining Curtiss-Wright position as of Q1 2022 after selling out during the quarter.
Shore Point Advisors sold 400 Curtiss-Wright shares in Q1 2022, an estimated $55K.
Shore Point Advisors first reported a position in Curtiss-Wright in Q4 2021 and held it in 1 quarter.
Shore Point Advisors's Curtiss-Wright position peaked at $55K in Q4 2021.
351 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2022.

Based on Shore Point Advisors's 13F filing for Q1 2022, filed 26 Apr 2022.