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Signature Estate & Investment Advisors’s Curtiss-Wright CW Stock Holding History

Signature Estate & Investment 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
-579
Closed -$205K – 553
2024
Q4 		$205K Buy
+579
New +$209K 0.01% 507

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $115B AUM 41.58% 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 $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Signature Estate & Investment Advisors's CW Position: Q1 2025 in Review

Signature Estate & Investment Advisors sold out of Curtiss-Wright (CW) in Q1 2025, closing a stake of 579 shares — an estimated $205K sold.

Signature Estate & Investment Advisors first reported a position in CW in Q4 2024 and held it in 1 quarter. The position peaked at $205K in Q4 2024. 647 funds tracked by Wall St. Rank hold CW as of Q1 2025.

  • Signature Estate & Investment Advisors reported no remaining Curtiss-Wright position as of Q1 2025 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 579 Curtiss-Wright shares in Q1 2025, an estimated $205K.
  • Signature Estate & Investment Advisors first reported a position in Curtiss-Wright in Q4 2024 and held it in 1 quarter.
  • Signature Estate & Investment Advisors's Curtiss-Wright position peaked at $205K in Q4 2024.
  • 647 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.