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Curi Wealth Management’s Cushman & Wakefield Ltd CWK Stock Holding History

Curi Wealth Management’s Portfolio CWK Stock Details CWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-163
Closed -$2K – 309
2022
Q2 		$2K Buy
+163
New +$2.87K ﹤0.01% 513

Other funds holding CWK

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Curi Wealth Management sold out of Cushman & Wakefield Ltd (CWK) in Q3 2022, closing a stake of 163 shares — an estimated $2K sold.

Curi Wealth Management first reported a position in CWK in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 188 funds tracked by Wall St. Rank hold CWK as of Q3 2022.

  • Curi Wealth Management reported no remaining Cushman & Wakefield Ltd position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 163 Cushman & Wakefield Ltd shares in Q3 2022, an estimated $2K.
  • Curi Wealth Management first reported a position in Cushman & Wakefield Ltd in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's Cushman & Wakefield Ltd position peaked at $2K in Q2 2022.
  • 188 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q3 2022.

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