Curi Wealth Management’s Altimmune ALT Stock Holding History

Curi Wealth Management’s Portfolio ALT Stock Details ALT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-55	Closed	-$1K	–	200
2022 Q2	$1K	Buy	+55	New	+$339	﹤0.01%	542

Other funds holding ALT

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

CAM

Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

APM

Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return

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

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

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

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

Curi Wealth Management sold out of Altimmune (ALT) in Q3 2022, closing a stake of 55 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in ALT in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 122 funds tracked by Wall St. Rank hold ALT as of Q3 2022.

Curi Wealth Management reported no remaining Altimmune position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 55 Altimmune shares in Q3 2022, an estimated $1K.
Curi Wealth Management first reported a position in Altimmune in Q2 2022 and held it in 1 quarter.
Curi Wealth Management's Altimmune position peaked at $1K in Q2 2022.
122 funds tracked by Wall St. Rank held Altimmune as of Q3 2022.

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