Valeo Financial Advisors’s Curtiss-Wright CW Stock Holding History

Valeo Financial Advisors’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 Q2	–	Sell	-3	Closed	–	–	803
2021 Q1	$0	Buy	+3	New	+$347	﹤0.01%	2052

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Valeo Financial Advisors's CW Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Curtiss-Wright (CW) in Q2 2021, closing a stake of 3 shares.

Valeo Financial Advisors first reported a position in CW in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 309 funds tracked by Wall St. Rank hold CW as of Q2 2021.

Valeo Financial Advisors reported no remaining Curtiss-Wright position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 3 Curtiss-Wright shares in Q2 2021.
Valeo Financial Advisors first reported a position in Curtiss-Wright in Q1 2021 and held it in 1 quarter.
Valeo Financial Advisors's Curtiss-Wright position peaked at $0 in Q1 2021.
309 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.