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

TCI 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 Q2	–	Sell	-17	Closed	-$3K	–	691
2023 Q1	$3K	Sell	17 -1	-6%	-$169	﹤0.01%	1852
2022 Q4	$3.01K	Buy	18 +2	+13%	+$333	﹤0.01%	1857
2022 Q3	$2K	Buy	16 +3	+23%	+$426	﹤0.01%	1915
2022 Q2	$2K	Buy	13 +1	+8%	+$142	﹤0.01%	1978
2022 Q1	$2K	Hold	12	–	–	﹤0.01%	1965
2021 Q4	$2K	Hold	12	–	–	﹤0.01%	2077
2021 Q3	$2K	Buy	12 +2	+20%	+$239	﹤0.01%	2105
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	2193
2021 Q1	$1K	Buy	+10	New	+$1.16K	﹤0.01%	2043
2020 Q4	–	Sell	-17	Closed	-$2K	–	1561
2020 Q3	$2K	Buy	17 +14	+467%	+$1.34K	﹤0.01%	1090
2020 Q2	$0	Sell	3 -27	-90%	-$2.57K	﹤0.01%	1493
2020 Q1	$3K	Buy	30 +4	+15%	+$513	﹤0.01%	846
2019 Q4	$4K	Buy	26 +6	+30%	+$813	﹤0.01%	905
2019 Q3	$3K	Buy	20 +4	+25%	+$503	﹤0.01%	939
2019 Q2	$2K	Buy	+16	New	+$1.84K	﹤0.01%	990

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

TCI Wealth Advisors's CW Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Curtiss-Wright (CW) in Q2 2023, closing a stake of 17 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in CW in Q2 2019 and held it in 15 quarters. The position peaked at $4K in Q4 2019. 380 funds tracked by Wall St. Rank hold CW as of Q2 2023.

TCI Wealth Advisors reported no remaining Curtiss-Wright position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 17 Curtiss-Wright shares in Q2 2023, an estimated $3K.
TCI Wealth Advisors first reported a position in Curtiss-Wright in Q2 2019 and held it in 15 quarters.
TCI Wealth Advisors's Curtiss-Wright position peaked at $4K in Q4 2019.
380 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.