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

Triad 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 Q3	–	Sell	-19	Closed	-$5.15K	–	239
2024 Q2	$5.15K	Buy	+19	New	+$5.08K	﹤0.01%	559

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Triad Wealth Partners's CW Position: Q3 2024 in Review

Triad Wealth Partners sold out of Curtiss-Wright (CW) in Q3 2024, closing a stake of 19 shares — an estimated $5.15K sold.

Triad Wealth Partners first reported a position in CW in Q2 2024 and held it in 1 quarter. The position peaked at $5.15K in Q2 2024. 561 funds tracked by Wall St. Rank hold CW as of Q3 2024.

Triad Wealth Partners reported no remaining Curtiss-Wright position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 19 Curtiss-Wright shares in Q3 2024, an estimated $5.15K.
Triad Wealth Partners first reported a position in Curtiss-Wright in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Curtiss-Wright position peaked at $5.15K in Q2 2024.
561 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.