TIAM2
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Tru Independence Asset Management 2’s Curtiss-Wright CW Stock Holding History

Tru Independence Asset Management 2’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
-560
Closed -$65K – 174
2020
Q4 		$65K Buy
+560
New +$59.1K 0.05% 153

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

Tru Independence Asset Management 2's CW Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Curtiss-Wright (CW) in Q1 2021, closing a stake of 560 shares — an estimated $65K sold.

Tru Independence Asset Management 2 first reported a position in CW in Q4 2020 and held it in 1 quarter. The position peaked at $65K in Q4 2020. 308 funds tracked by Wall St. Rank hold CW as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Curtiss-Wright position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 560 Curtiss-Wright shares in Q1 2021, an estimated $65K.
  • Tru Independence Asset Management 2 first reported a position in Curtiss-Wright in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Curtiss-Wright position peaked at $65K in Q4 2020.
  • 308 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.