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Baldwin Wealth Partners’s CuriosityStream CURI Stock Holding History

Baldwin Wealth Partners’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
-1,500
Closed -$16K – 632
2021
Q3 		$16K Hold
1,500
– – ﹤0.01% 471
2021
Q2 		$20K Hold
1,500
– – ﹤0.01% 470
2021
Q1 		$20K Buy
+1,500
New +$26K ﹤0.01% 457

Other funds holding CURI

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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

Baldwin Wealth Partners's CURI Position: Q4 2021 in Review

Baldwin Wealth Partners sold out of CuriosityStream (CURI) in Q4 2021, closing a stake of 1,500 shares — an estimated $16K sold.

Baldwin Wealth Partners first reported a position in CURI in Q1 2021 and held it in 3 quarters. The position peaked at $20K in Q2 2021. 98 funds tracked by Wall St. Rank hold CURI as of Q4 2021.

  • Baldwin Wealth Partners reported no remaining CuriosityStream position as of Q4 2021 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,500 CuriosityStream shares in Q4 2021, an estimated $16K.
  • Baldwin Wealth Partners first reported a position in CuriosityStream in Q1 2021 and held it in 3 quarters.
  • Baldwin Wealth Partners's CuriosityStream position peaked at $20K in Q2 2021.
  • 98 funds tracked by Wall St. Rank held CuriosityStream as of Q4 2021.

Based on Baldwin Wealth Partners's 13F filing for Q4 2021, filed 14 Jan 2022.