Curi Wealth Management’s Clearside Biomedical CLSD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,667	Closed	-$29.3K	–	22
2023 Q4	$29.3K	Hold	1,667	–	–	﹤0.01%	159
2023 Q3	$21.7K	Hold	1,667	–	–	﹤0.01%	151
2023 Q2	$28K	Hold	1,667	–	–	﹤0.01%	171
2023 Q1	$26K	Hold	1,667	–	–	﹤0.01%	165
2022 Q4	$28K	Hold	1,667	–	–	﹤0.01%	186
2022 Q3	$28K	Hold	1,667	–	–	﹤0.01%	182
2022 Q2	$37K	Hold	1,667	–	–	0.01%	249
2022 Q1	$57K	Hold	1,667	–	–	0.01%	205
2021 Q4	$68K	Hold	1,667	–	–	0.01%	168
2021 Q3	$150K	Hold	1,667	–	–	0.07%	87
2021 Q2	$121K	Hold	1,667	–	–	0.06%	91
2021 Q1	$61K	Hold	1,667	–	–	0.04%	89
2020 Q4	$68K	Buy	+1,667	New	+$43.2K	0.05%	135

Other funds holding CLSD

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return

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

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Curi Wealth Management's CLSD Position: Q1 2024 in Review

Curi Wealth Management sold out of Clearside Biomedical (CLSD) in Q1 2024, closing a stake of 1,667 shares — an estimated $29.3K sold.

Curi Wealth Management first reported a position in CLSD in Q4 2020 and held it in 13 quarters. The position peaked at $150K in Q3 2021. 51 funds tracked by Wall St. Rank hold CLSD as of Q1 2024.

Curi Wealth Management reported no remaining Clearside Biomedical position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 1,667 Clearside Biomedical shares in Q1 2024, an estimated $29.3K.
Curi Wealth Management first reported a position in Clearside Biomedical in Q4 2020 and held it in 13 quarters.
Curi Wealth Management's Clearside Biomedical position peaked at $150K in Q3 2021.
51 funds tracked by Wall St. Rank held Clearside Biomedical as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.