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Tompkins Financial’s Curtiss-Wright CW Stock Holding History

Tompkins Financial’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
2021
Q1 		– Sell
-7
Closed -$1K – 440
2020
Q4 		$1K Buy
+7
New +$739 ﹤0.01% 448
2019
Q2 		– Sell
-126
Closed -$14K – 361
2019
Q1 		$14K Hold
126
– – ﹤0.01% 333
2018
Q4 		$13K Sell
126
-80
-39% -$8.94K ﹤0.01% 326
2018
Q3 		$28K Sell
206
-89
-30% -$11.7K 0.01% 292
2018
Q2 		$35K Hold
295
– – 0.01% 281
2018
Q1 		$40K Buy
+295
New +$38.5K 0.01% 258
2017
Q4 		– Sell
-45
Closed -$5K – 405
2017
Q3 		$5K Buy
+45
New +$4.37K ﹤0.01% 364
2016
Q3 		– Sell
-125
Closed -$11K – 400
2016
Q2 		$11K Buy
+125
New +$10.1K ﹤0.01% 383

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Tompkins Financial's CW Position: Q1 2021 in Review

Tompkins Financial sold out of Curtiss-Wright (CW) in Q1 2021, closing a stake of 7 shares — an estimated $1K sold.

Tompkins Financial first reported a position in CW in Q2 2016 and held it in 8 quarters. The position peaked at $40K in Q1 2018. 308 funds tracked by Wall St. Rank hold CW as of Q1 2021.

  • Tompkins Financial reported no remaining Curtiss-Wright position as of Q1 2021 after selling out during the quarter.
  • Tompkins Financial sold 7 Curtiss-Wright shares in Q1 2021, an estimated $1K.
  • Tompkins Financial first reported a position in Curtiss-Wright in Q2 2016 and held it in 8 quarters.
  • Tompkins Financial's Curtiss-Wright position peaked at $40K in Q1 2018.
  • 308 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2021.

Based on Tompkins Financial's 13F filing for Q1 2021, filed 9 Jun 2021.