CWM
ALBO

Curi Wealth Management’s Albireo Pharma Inc ALBO Stock Holding History

Curi Wealth Management’s Portfolio ALBO Stock Details ALBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-163
Closed -$3K – 741
2022
Q2 		$3K Sell
163
-550
-77% -$14.5K ﹤0.01% 506
2022
Q1 		$21K Buy
713
+89
+14% +$2.61K ﹤0.01% 282
2021
Q4 		$14K Buy
+624
New +$16.6K ﹤0.01% 288
2021
Q1 		– Sell
-325
Closed -$12K – 523
2020
Q4 		$12K Buy
+325
New +$11.8K 0.01% 237

Other funds holding ALBO

PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $3.71B AUM 19.51% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

Curi Wealth Management sold out of Albireo Pharma Inc (ALBO) in Q3 2022, closing a stake of 163 shares — an estimated $3K sold.

Curi Wealth Management first reported a position in ALBO in Q4 2020 and held it in 4 quarters. The position peaked at $21K in Q1 2022. 108 funds tracked by Wall St. Rank hold ALBO as of Q3 2022.

  • Curi Wealth Management reported no remaining Albireo Pharma Inc position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 163 Albireo Pharma Inc shares in Q3 2022, an estimated $3K.
  • Curi Wealth Management first reported a position in Albireo Pharma Inc in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Albireo Pharma Inc position peaked at $21K in Q1 2022.
  • 108 funds tracked by Wall St. Rank held Albireo Pharma Inc as of Q3 2022.

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