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Curated Wealth Partners’s Autohome ATHM Stock Holding History

Curated Wealth Partners’s Portfolio ATHM Stock Details ATHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-6,455
Closed -$254K – 128
2022
Q2 		$254K Buy
+6,455
New +$201K 0.07% 110
2021
Q4 		– Sell
-7,036
Closed -$330K – 144
2021
Q3 		$330K Hold
7,036
– – 0.18% 104
2021
Q2 		$450K Buy
7,036
+1,540
+28% +$127K 0.24% 80
2021
Q1 		$513K Sell
5,496
-1,466
-21% -$163K 0.32% 61
2020
Q4 		$694K Buy
+6,962
New +$688K 0.45% 38

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BlackRock
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Federated Hermes
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Lazard Asset Management
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KFA
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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return