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Curi Wealth Management’s Aptiv APTV Stock Holding History

Curi Wealth Management’s Portfolio APTV Stock Details APTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-9
Closed -$1K – 217
2022
Q2 		$1K Hold
9
– – ﹤0.01% 545
2022
Q1 		$1K Buy
9
+1
+13% +$133 ﹤0.01% 471
2021
Q4 		$1K Buy
+8
New +$1.33K ﹤0.01% 433
2021
Q1 		– Sell
-8
Closed -$1K – 119
2020
Q4 		$1K Buy
+8
New +$889 ﹤0.01% 348

Other funds holding APTV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

Curi Wealth Management sold out of Aptiv (APTV) in Q3 2022, closing a stake of 9 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in APTV in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 680 funds tracked by Wall St. Rank hold APTV as of Q3 2022.

  • Curi Wealth Management reported no remaining Aptiv position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 9 Aptiv shares in Q3 2022, an estimated $1K.
  • Curi Wealth Management first reported a position in Aptiv in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Aptiv position peaked at $1K in Q2 2022.
  • 680 funds tracked by Wall St. Rank held Aptiv as of Q3 2022.

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