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Bedel Financial Consulting’s CuriosityStream CURI Stock Holding History

Bedel Financial Consulting’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
-676
Closed -$7K – 1018
2021
Q3 		$7K Hold
676
– – ﹤0.01% 722
2021
Q2 		$9K Hold
676
– – ﹤0.01% 685
2021
Q1 		$9K Buy
+676
New +$11.7K ﹤0.01% 653

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State Street
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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

Bedel Financial Consulting's CURI Position: Q4 2021 in Review

Bedel Financial Consulting sold out of CuriosityStream (CURI) in Q4 2021, closing a stake of 676 shares — an estimated $7K sold.

Bedel Financial Consulting first reported a position in CURI in Q1 2021 and held it in 3 quarters. The position peaked at $9K in Q2 2021. 98 funds tracked by Wall St. Rank hold CURI as of Q4 2021.

  • Bedel Financial Consulting reported no remaining CuriosityStream position as of Q4 2021 after selling out during the quarter.
  • Bedel Financial Consulting sold 676 CuriosityStream shares in Q4 2021, an estimated $7K.
  • Bedel Financial Consulting first reported a position in CuriosityStream in Q1 2021 and held it in 3 quarters.
  • Bedel Financial Consulting's CuriosityStream position peaked at $9K in Q2 2021.
  • 98 funds tracked by Wall St. Rank held CuriosityStream as of Q4 2021.

Based on Bedel Financial Consulting's 13F filing for Q4 2021, filed 11 Jan 2022.