Curi Wealth Management’s Citigroup C Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-274	Closed	-$13K	–	264
2022 Q2	$13K	Sell	274 -3	-1%	-$150	﹤0.01%	343
2022 Q1	$14K	Sell	277 -300	-52%	-$18.5K	﹤0.01%	313
2021 Q4	$34K	Buy	+577	New	+$38.4K	0.01%	202
2021 Q1	–	Sell	-42	Closed	-$2K	–	155
2020 Q4	$2K	Buy	+42	New	+$2.13K	﹤0.01%	332

Other funds holding C

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Curi Wealth Management sold out of Citigroup (C) in Q3 2022, closing a stake of 274 shares — an estimated $13K sold.

Curi Wealth Management first reported a position in C in Q4 2020 and held it in 4 quarters. The position peaked at $34K in Q4 2021. 1,606 funds tracked by Wall St. Rank hold C as of Q3 2022.

Curi Wealth Management reported no remaining Citigroup position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 274 Citigroup shares in Q3 2022, an estimated $13K.
Curi Wealth Management first reported a position in Citigroup in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Citigroup position peaked at $34K in Q4 2021.
1,606 funds tracked by Wall St. Rank held Citigroup as of Q3 2022.

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