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

Wipfli 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
2022
Q3 		$51K Buy
+367
New +$52.1K ﹤0.01% 1061

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wipfli Financial Advisors's CW Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Curtiss-Wright (CW) in Q3 2022: 367 shares worth $51K. The stake represents ﹤0.01% of the portfolio and ranks #1061 among its holdings.

338 funds tracked by Wall St. Rank hold CW as of Q3 2022.

  • Wipfli Financial Advisors held 367 shares of Curtiss-Wright worth $51K as of Q3 2022.
  • Curtiss-Wright was a new Wipfli Financial Advisors position in Q3 2022.
  • Curtiss-Wright made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1061 holding.
  • 338 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.