Curi Wealth Management’s Precision BioSciences DTIL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-11,334	Closed	-$124K	–	40
2023 Q4	$124K	Buy	11,334 +7	+0.1%	+$75	0.02%	158
2023 Q3	$116K	Buy	11,327 +3,351	+42%	+$51.5K	0.02%	149
2023 Q2	$126K	Sell	7,976 -2,595	-25%	-$59.3K	0.02%	169
2023 Q1	$239K	Buy	10,571 +6	+0.1%	+$198	0.03%	144
2022 Q4	$377K	Buy	10,565 +833	+9%	+$32.9K	0.05%	128
2022 Q3	$380K	Sell	9,732 -3,810	-28%	-$181K	0.06%	115
2022 Q2	$650K	Buy	+13,542	New	+$795K	0.13%	58

Other funds holding DTIL

TCM

Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

ACM

Aquilo Capital Management San Francisco, California $55.8M AUM 41.76% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

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

Curi Wealth Management sold out of Precision BioSciences (DTIL) in Q1 2024, closing a stake of 11,334 shares — an estimated $124K sold.

Curi Wealth Management first reported a position in DTIL in Q2 2022 and held it in 7 quarters. The position peaked at $650K in Q2 2022. 43 funds tracked by Wall St. Rank hold DTIL as of Q1 2024.

Curi Wealth Management reported no remaining Precision BioSciences position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 11,334 Precision BioSciences shares in Q1 2024, an estimated $124K.
Curi Wealth Management first reported a position in Precision BioSciences in Q2 2022 and held it in 7 quarters.
Curi Wealth Management's Precision BioSciences position peaked at $650K in Q2 2022.
43 funds tracked by Wall St. Rank held Precision BioSciences as of Q1 2024.

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