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Vahanian & Associates Financial Planning’s Curtiss-Wright CW Stock Holding History

Vahanian & Associates Financial Planning’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
2022
Q1 		– Sell
-2,636
Closed -$366K – 84
2021
Q4 		$366K Buy
+2,636
New +$348K 0.3% 99

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vahanian & Associates Financial Planning's CW Position: Q1 2022 in Review

Vahanian & Associates Financial Planning sold out of Curtiss-Wright (CW) in Q1 2022, closing a stake of 2,636 shares — an estimated $366K sold.

Vahanian & Associates Financial Planning first reported a position in CW in Q4 2021 and held it in 1 quarter. The position peaked at $366K in Q4 2021. 351 funds tracked by Wall St. Rank hold CW as of Q1 2022.

  • Vahanian & Associates Financial Planning reported no remaining Curtiss-Wright position as of Q1 2022 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 2,636 Curtiss-Wright shares in Q1 2022, an estimated $366K.
  • Vahanian & Associates Financial Planning first reported a position in Curtiss-Wright in Q4 2021 and held it in 1 quarter.
  • Vahanian & Associates Financial Planning's Curtiss-Wright position peaked at $366K in Q4 2021.
  • 351 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q1 2022, filed 27 Apr 2022.