BDO Wealth Advisors’s CuriosityStream CURI Stock Holding History

BDO Wealth Advisors’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
2023 Q2	–	Sell	-150	Closed	-$203	–	1001
2023 Q1	$203	Hold	150	–	–	﹤0.01%	1029
2022 Q4	$171	Hold	150	–	–	﹤0.01%	988
2022 Q3	$0	Hold	150	–	–	﹤0.01%	1043
2022 Q2	$0	Hold	150	–	–	﹤0.01%	1057
2022 Q1	$0	Hold	150	–	–	﹤0.01%	1073
2021 Q4	$1K	Hold	150	–	–	﹤0.01%	997
2021 Q3	$2K	Hold	150	–	–	﹤0.01%	940
2021 Q2	$2K	Buy	+150	New	+$1.94K	﹤0.01%	980

Other funds holding CURI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SOA

Sea Otter Advisors Miami, Florida $1.78M AUM 2.28% 1-Year Est. Return

DFG

Delta Financial Group Basking Ridge, New Jersey $438M AUM 19.29% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BDO Wealth Advisors's CURI Position: Q2 2023 in Review

BDO Wealth Advisors sold out of CuriosityStream (CURI) in Q2 2023, closing a stake of 150 shares — an estimated $203 sold.

BDO Wealth Advisors first reported a position in CURI in Q2 2021 and held it in 8 quarters. The position peaked at $2K in Q3 2021. 37 funds tracked by Wall St. Rank hold CURI as of Q2 2023.

BDO Wealth Advisors reported no remaining CuriosityStream position as of Q2 2023 after selling out during the quarter.
BDO Wealth Advisors sold 150 CuriosityStream shares in Q2 2023, an estimated $203.
BDO Wealth Advisors first reported a position in CuriosityStream in Q2 2021 and held it in 8 quarters.
BDO Wealth Advisors's CuriosityStream position peaked at $2K in Q3 2021.
37 funds tracked by Wall St. Rank held CuriosityStream as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.