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Curi Wealth Management’s EOG Resources EOG Stock Holding History

Curi Wealth Management’s Portfolio EOG Stock Details EOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-961
Closed -$106K – 350
2022
Q2 		$106K Buy
961
+20
+2% +$2.48K 0.02% 168
2022
Q1 		$112K Buy
941
+700
+290% +$78K 0.02% 150
2021
Q4 		$21K Buy
+241
New +$21.6K ﹤0.01% 247
2021
Q1 		– Sell
-241
Closed -$12K – 221
2020
Q4 		$12K Buy
+241
New +$10.5K 0.01% 228

Other funds holding EOG

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Curi Wealth Management sold out of EOG Resources (EOG) in Q3 2022, closing a stake of 961 shares — an estimated $106K sold.

Curi Wealth Management first reported a position in EOG in Q4 2020 and held it in 4 quarters. The position peaked at $112K in Q1 2022. 1,262 funds tracked by Wall St. Rank hold EOG as of Q3 2022.

  • Curi Wealth Management reported no remaining EOG Resources position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 961 EOG Resources shares in Q3 2022, an estimated $106K.
  • Curi Wealth Management first reported a position in EOG Resources in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's EOG Resources position peaked at $112K in Q1 2022.
  • 1,262 funds tracked by Wall St. Rank held EOG Resources as of Q3 2022.

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