Sutton Wealth Advisors’s Curtiss-Wright CW Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-5	Closed	-$835	–	996
2022 Q4	$835	Hold	5	–	–	﹤0.01%	1378
2022 Q3	$696	Hold	5	–	–	﹤0.01%	1398
2022 Q2	$660	Hold	5	–	–	﹤0.01%	1396
2022 Q1	$751	Hold	5	–	–	﹤0.01%	1409
2021 Q4	$693	Buy	+5	New	+$660	﹤0.01%	1429

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

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sutton Wealth Advisors's CW Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Curtiss-Wright (CW) in Q1 2023, closing a stake of 5 shares — an estimated $835 sold.

Sutton Wealth Advisors first reported a position in CW in Q4 2021 and held it in 5 quarters. The position peaked at $835 in Q4 2022. 386 funds tracked by Wall St. Rank hold CW as of Q1 2023.

Sutton Wealth Advisors reported no remaining Curtiss-Wright position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 5 Curtiss-Wright shares in Q1 2023, an estimated $835.
Sutton Wealth Advisors first reported a position in Curtiss-Wright in Q4 2021 and held it in 5 quarters.
Sutton Wealth Advisors's Curtiss-Wright position peaked at $835 in Q4 2022.
386 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.