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Curi Wealth Management’s Agilent Technologies A Stock Holding History

Curi Wealth Management’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2
Closed – – 186
2022
Q2 		$0 Hold
2
– – ﹤0.01% 611
2022
Q1 		$0 Hold
2
– – ﹤0.01% 504
2021
Q4 		$0 Buy
+2
New +$312 ﹤0.01% 472
2021
Q1 		– Sell
-1
Closed – – 91
2020
Q4 		$0 Buy
+1
New +$111 ﹤0.01% 381

Other funds holding A

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Curi Wealth Management's A Position: Q3 2022 in Review

Curi Wealth Management sold out of Agilent Technologies (A) in Q3 2022, closing a stake of 2 shares.

Curi Wealth Management first reported a position in A in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 896 funds tracked by Wall St. Rank hold A as of Q3 2022.

  • Curi Wealth Management reported no remaining Agilent Technologies position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 2 Agilent Technologies shares in Q3 2022.
  • Curi Wealth Management first reported a position in Agilent Technologies in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Agilent Technologies position peaked at $0 in Q2 2022.
  • 896 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.