AWM
CURB

Avior Wealth Management’s Curbline Properties CURB Stock Holding History

Avior Wealth Management’s Portfolio CURB Stock Details CURB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-24
Closed -$557 – 2438
2024
Q4 		$557 Buy
+24
New +$565 ﹤0.01% 2273

Other funds holding CURB

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Avior Wealth Management's CURB Position: Q1 2025 in Review

Avior Wealth Management sold out of Curbline Properties (CURB) in Q1 2025, closing a stake of 24 shares — an estimated $557 sold.

Avior Wealth Management first reported a position in CURB in Q4 2024 and held it in 1 quarter. The position peaked at $557 in Q4 2024. 230 funds tracked by Wall St. Rank hold CURB as of Q1 2025.

  • Avior Wealth Management reported no remaining Curbline Properties position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 24 Curbline Properties shares in Q1 2025, an estimated $557.
  • Avior Wealth Management first reported a position in Curbline Properties in Q4 2024 and held it in 1 quarter.
  • Avior Wealth Management's Curbline Properties position peaked at $557 in Q4 2024.
  • 230 funds tracked by Wall St. Rank held Curbline Properties as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.