tru Independence’s Curtiss-Wright CW Stock Holding History

tru Independence’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	-8	Closed	-$1	–	385
2020 Q4	$1	Buy	+8	New	+$844	﹤0.01%	674

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

tru Independence's CW Position: Q1 2021 in Review

tru Independence sold out of Curtiss-Wright (CW) in Q1 2021, closing a stake of 8 shares — an estimated $1 sold.

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

tru Independence reported no remaining Curtiss-Wright position as of Q1 2021 after selling out during the quarter.
tru Independence sold 8 Curtiss-Wright shares in Q1 2021, an estimated $1.
tru Independence first reported a position in Curtiss-Wright in Q4 2020 and held it in 1 quarter.
tru Independence's Curtiss-Wright position peaked at $1 in Q4 2020.
308 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.