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WR Wealth Planners’s Curtiss-Wright CW Stock Holding History

WR Wealth Planners’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
2024
Q4 		$18.8K Hold
53
– – 0.01% 476
2024
Q3 		$17.4K Buy
+53
New +$15.7K ﹤0.01% 518

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's CW Position: Q4 2024 in Review

WR Wealth Planners held its Curtiss-Wright (CW) position steady in Q4 2024 at 53 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #476.

WR Wealth Planners first reported a position in CW in Q3 2024 and has held it in 2 quarters since. 623 funds tracked by Wall St. Rank hold CW as of Q4 2024.

  • WR Wealth Planners held 53 shares of Curtiss-Wright worth $18.8K as of Q4 2024.
  • WR Wealth Planners left its Curtiss-Wright share count unchanged in Q4 2024.
  • Curtiss-Wright made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #476 holding.
  • WR Wealth Planners first reported a position in Curtiss-Wright in Q3 2024 and has held it in 2 quarters since.
  • 623 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.