Curi Wealth Management’s Invesco MSCI Global Timber ETF CUT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-369	Closed	-$11K	–	307
2022 Q2	$11K	Hold	369	–	–	﹤0.01%	363
2022 Q1	$13K	Hold	369	–	–	﹤0.01%	325
2021 Q4	$13K	Buy	+369	New	+$13.5K	﹤0.01%	289
2021 Q1	–	Sell	-369	Closed	-$12K	–	189
2020 Q4	$12K	Buy	+369	New	+$11.4K	0.01%	227

Other funds holding CUT

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

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

AFG

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWM

Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return

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

Curi Wealth Management sold out of Invesco MSCI Global Timber ETF (CUT) in Q3 2022, closing a stake of 369 shares — an estimated $11K sold.

Curi Wealth Management first reported a position in CUT in Q4 2020 and held it in 4 quarters. The position peaked at $13K in Q1 2022. 45 funds tracked by Wall St. Rank hold CUT as of Q3 2022.

Curi Wealth Management reported no remaining Invesco MSCI Global Timber ETF position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 369 Invesco MSCI Global Timber ETF shares in Q3 2022, an estimated $11K.
Curi Wealth Management first reported a position in Invesco MSCI Global Timber ETF in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Invesco MSCI Global Timber ETF position peaked at $13K in Q1 2022.
45 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q3 2022.

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