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B. Riley Wealth Management’s CuriosityStream CURI Stock Holding History

B. Riley Wealth Management’s Portfolio CURI Stock Details CURI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-19,399
Closed -$204K – 659
2021
Q3 		$204K Sell
19,399
-35
-0.2% -$412 0.02% 564
2021
Q2 		$265K Buy
19,434
+4,662
+32% +$60.2K 0.03% 332
2021
Q1 		$200K Buy
+14,772
New +$256K 0.02% 380

Other funds holding CURI

TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

B. Riley Wealth Management's CURI Position: Q4 2021 in Review

B. Riley Wealth Management sold out of CuriosityStream (CURI) in Q4 2021, closing a stake of 19,399 shares — an estimated $204K sold.

B. Riley Wealth Management first reported a position in CURI in Q1 2021 and held it in 3 quarters. The position peaked at $265K in Q2 2021. 98 funds tracked by Wall St. Rank hold CURI as of Q4 2021.

  • B. Riley Wealth Management reported no remaining CuriosityStream position as of Q4 2021 after selling out during the quarter.
  • B. Riley Wealth Management sold 19,399 CuriosityStream shares in Q4 2021, an estimated $204K.
  • B. Riley Wealth Management first reported a position in CuriosityStream in Q1 2021 and held it in 3 quarters.
  • B. Riley Wealth Management's CuriosityStream position peaked at $265K in Q2 2021.
  • 98 funds tracked by Wall St. Rank held CuriosityStream as of Q4 2021.

Based on B. Riley Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.