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Wealthspire Advisors (Maryland)’s Curtiss-Wright CW Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-23
Closed -$3K – 816
2019
Q1 		$3K Sell
23
-4
-15% -$455 ﹤0.01% 1988
2018
Q4 		$3K Buy
27
+24
+800% +$2.68K ﹤0.01% 1925
2018
Q3 		$0 Hold
3
– – ﹤0.01% 2401
2018
Q2 		$0 Sell
3
-346
-99% -$45.1K ﹤0.01% 2454
2018
Q1 		$47K Hold
349
– – ﹤0.01% 1011
2017
Q4 		$43K Buy
349
+130
+59% +$15.3K ﹤0.01% 1064
2017
Q3 		$23K Buy
+219
New +$21.2K ﹤0.01% 1247

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CW Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Curtiss-Wright (CW) in Q2 2019, closing a stake of 23 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in CW in Q3 2017 and held it in 7 quarters. The position peaked at $47K in Q1 2018. 315 funds tracked by Wall St. Rank hold CW as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Curtiss-Wright position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 23 Curtiss-Wright shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Curtiss-Wright in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Curtiss-Wright position peaked at $47K in Q1 2018.
  • 315 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.