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Simon Quick Advisors’s Curtiss-Wright CW Stock Holding History

Simon Quick 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
2024
Q2 		– Sell
-1,177
Closed -$301K – 408
2024
Q1 		$301K Buy
+1,177
New +$274K 0.02% 296

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Simon Quick Advisors's CW Position: Q2 2024 in Review

Simon Quick Advisors sold out of Curtiss-Wright (CW) in Q2 2024, closing a stake of 1,177 shares — an estimated $301K sold.

Simon Quick Advisors first reported a position in CW in Q1 2024 and held it in 1 quarter. The position peaked at $301K in Q1 2024. 538 funds tracked by Wall St. Rank hold CW as of Q2 2024.

  • Simon Quick Advisors reported no remaining Curtiss-Wright position as of Q2 2024 after selling out during the quarter.
  • Simon Quick Advisors sold 1,177 Curtiss-Wright shares in Q2 2024, an estimated $301K.
  • Simon Quick Advisors first reported a position in Curtiss-Wright in Q1 2024 and held it in 1 quarter.
  • Simon Quick Advisors's Curtiss-Wright position peaked at $301K in Q1 2024.
  • 538 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2024.

Based on Simon Quick Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.