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TFO Wealth Partners’s Curtiss-Wright CW Stock Holding History

TFO Wealth Partners’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
Closed -$512 – 230
2024
Q1 		$512 Hold
2
– – ﹤0.01% 262
2023
Q4 		$446 Hold
2
– – ﹤0.01% 361
2023
Q3 		$367 Hold
2
– – ﹤0.01% 565
2023
Q2 		$367 Hold
2
– – ﹤0.01% 349
2023
Q1 		$353 Sell
2
-1
-33% -$169 ﹤0.01% 328
2022
Q4 		$727 Buy
+3
New +$500 ﹤0.01% 422

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

TFO Wealth Partners's CW Position: Q2 2024 in Review

TFO Wealth Partners sold out of Curtiss-Wright (CW) in Q2 2024, closing a stake of 2 shares — an estimated $512 sold.

TFO Wealth Partners first reported a position in CW in Q4 2022 and held it in 6 quarters. The position peaked at $727 in Q4 2022. 538 funds tracked by Wall St. Rank hold CW as of Q2 2024.

  • TFO Wealth Partners reported no remaining Curtiss-Wright position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Curtiss-Wright shares in Q2 2024, an estimated $512.
  • TFO Wealth Partners first reported a position in Curtiss-Wright in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Curtiss-Wright position peaked at $727 in Q4 2022.
  • 538 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.