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Curi Wealth Management’s Distribution Solutions Group DSGR Stock Holding History

Curi Wealth Management’s Portfolio DSGR Stock Details DSGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-800
Closed -$21K – 333
2022
Q2 		$21K Hold
800
– – ﹤0.01% 299
2022
Q1 		$15K Hold
800
– – ﹤0.01% 310
2021
Q4 		$21K Buy
+800
New +$20.3K ﹤0.01% 245

Other funds holding DSGR

Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NIP
Norwood Investment Partners Mill Valley, California $65M AUM 1.8% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Curi Wealth Management sold out of Distribution Solutions Group (DSGR) in Q3 2022, closing a stake of 800 shares — an estimated $21K sold.

Curi Wealth Management first reported a position in DSGR in Q4 2021 and held it in 3 quarters. The position peaked at $21K in Q2 2022. 70 funds tracked by Wall St. Rank hold DSGR as of Q3 2022.

  • Curi Wealth Management reported no remaining Distribution Solutions Group position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 800 Distribution Solutions Group shares in Q3 2022, an estimated $21K.
  • Curi Wealth Management first reported a position in Distribution Solutions Group in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's Distribution Solutions Group position peaked at $21K in Q2 2022.
  • 70 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q3 2022.

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