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SYSTM Wealth Solutions’s Curtiss-Wright CW Stock Holding History

SYSTM Wealth Solutions’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
-2,495
Closed -$639K – 734
2024
Q1 		$639K Buy
2,495
+2
+0.1% +$465 0.08% 258
2023
Q4 		$555K Sell
2,493
-317
-11% -$66.3K 0.08% 261
2023
Q3 		$550K Sell
2,810
-206
-7% -$40.8K 0.08% 273
2023
Q2 		$554K Sell
3,016
-7
-0.2% -$1.19K 0.08% 299
2023
Q1 		$533K Buy
3,023
+145
+5% +$24.6K 0.08% 287
2022
Q4 		$481K Buy
+2,878
New +$479K 0.06% 349

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

SYSTM Wealth Solutions's CW Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Curtiss-Wright (CW) in Q2 2024, closing a stake of 2,495 shares — an estimated $639K sold.

SYSTM Wealth Solutions first reported a position in CW in Q4 2022 and held it in 6 quarters. The position peaked at $639K in Q1 2024. 538 funds tracked by Wall St. Rank hold CW as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Curtiss-Wright position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 2,495 Curtiss-Wright shares in Q2 2024, an estimated $639K.
  • SYSTM Wealth Solutions first reported a position in Curtiss-Wright in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Curtiss-Wright position peaked at $639K in Q1 2024.
  • 538 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.