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Curi Wealth Management’s Cintas CTAS Stock Holding History

Curi Wealth Management’s Portfolio CTAS Stock Details CTAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-52
Closed -$5K – 302
2022
Q2 		$5K Hold
52
– – ﹤0.01% 449
2022
Q1 		$5K Hold
52
– – ﹤0.01% 409
2021
Q4 		$5K Buy
+52
New +$5.6K ﹤0.01% 370

Other funds holding CTAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Curi Wealth Management sold out of Cintas (CTAS) in Q3 2022, closing a stake of 52 shares — an estimated $5K sold.

Curi Wealth Management first reported a position in CTAS in Q4 2021 and held it in 3 quarters. The position peaked at $5K in Q2 2022. 920 funds tracked by Wall St. Rank hold CTAS as of Q3 2022.

  • Curi Wealth Management reported no remaining Cintas position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 52 Cintas shares in Q3 2022, an estimated $5K.
  • Curi Wealth Management first reported a position in Cintas in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's Cintas position peaked at $5K in Q2 2022.
  • 920 funds tracked by Wall St. Rank held Cintas as of Q3 2022.

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