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Tectonic Advisors’s Curtiss-Wright CW Stock Holding History

Tectonic 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
Q4 		– Sell
-1,327
Closed -$436K – 322
2024
Q3 		$436K Sell
1,327
-250
-16% -$74K 0.03% 255
2024
Q2 		$427K Buy
1,577
+7
+0.4% +$1.87K 0.03% 240
2024
Q1 		$402K Buy
1,570
+93
+6% +$21.6K 0.03% 238
2023
Q4 		$329K Buy
1,477
+71
+5% +$14.9K 0.03% 249
2023
Q3 		$275K Buy
+1,406
New +$279K 0.03% 247

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Tectonic Advisors's CW Position: Q4 2024 in Review

Tectonic Advisors sold out of Curtiss-Wright (CW) in Q4 2024, closing a stake of 1,327 shares — an estimated $436K sold.

Tectonic Advisors first reported a position in CW in Q3 2023 and held it in 5 quarters. The position peaked at $436K in Q3 2024. 622 funds tracked by Wall St. Rank hold CW as of Q4 2024.

  • Tectonic Advisors reported no remaining Curtiss-Wright position as of Q4 2024 after selling out during the quarter.
  • Tectonic Advisors sold 1,327 Curtiss-Wright shares in Q4 2024, an estimated $436K.
  • Tectonic Advisors first reported a position in Curtiss-Wright in Q3 2023 and held it in 5 quarters.
  • Tectonic Advisors's Curtiss-Wright position peaked at $436K in Q3 2024.
  • 622 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2024.

Based on Tectonic Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.