Curi Wealth Management’s AngloGold Ashanti AU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-274	Closed	-$4K	–	227
2022 Q2	$4K	Hold	274	–	–	﹤0.01%	466
2022 Q1	$6K	Hold	274	–	–	﹤0.01%	403
2021 Q4	$5K	Buy	+274	New	+$5.34K	﹤0.01%	367
2021 Q1	–	Sell	-274	Closed	-$6K	–	126
2020 Q4	$6K	Buy	+274	New	+$6.57K	﹤0.01%	294

Other funds holding AU

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.19B AUM 3.99% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Curi Wealth Management sold out of AngloGold Ashanti (AU) in Q3 2022, closing a stake of 274 shares — an estimated $4K sold.

Curi Wealth Management first reported a position in AU in Q4 2020 and held it in 4 quarters. The position peaked at $6K in Q1 2022. 177 funds tracked by Wall St. Rank hold AU as of Q3 2022.

Curi Wealth Management reported no remaining AngloGold Ashanti position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 274 AngloGold Ashanti shares in Q3 2022, an estimated $4K.
Curi Wealth Management first reported a position in AngloGold Ashanti in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's AngloGold Ashanti position peaked at $6K in Q1 2022.
177 funds tracked by Wall St. Rank held AngloGold Ashanti as of Q3 2022.

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