CWM
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Curi Wealth Management’s Eagle Materials EXP Stock Holding History

Curi Wealth Management’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-113
Closed -$12K – 358
2022
Q2 		$12K Hold
113
– – ﹤0.01% 355
2022
Q1 		$14K Hold
113
– – ﹤0.01% 314
2021
Q4 		$18K Buy
+113
New +$17.4K ﹤0.01% 260
2021
Q1 		– Sell
-113
Closed -$11K – 225
2020
Q4 		$11K Buy
+113
New +$10.5K 0.01% 241

Other funds holding EXP

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Curi Wealth Management sold out of Eagle Materials (EXP) in Q3 2022, closing a stake of 113 shares — an estimated $12K sold.

Curi Wealth Management first reported a position in EXP in Q4 2020 and held it in 4 quarters. The position peaked at $18K in Q4 2021. 354 funds tracked by Wall St. Rank hold EXP as of Q3 2022.

  • Curi Wealth Management reported no remaining Eagle Materials position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 113 Eagle Materials shares in Q3 2022, an estimated $12K.
  • Curi Wealth Management first reported a position in Eagle Materials in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Eagle Materials position peaked at $18K in Q4 2021.
  • 354 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2022.

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