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Curi Wealth Management’s Fortune Brands Innovations FBIN Stock Holding History

Curi Wealth Management’s Portfolio FBIN Stock Details FBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,307
Closed -$252K – 49
2023
Q4 		$252K Sell
3,307
-5
-0.2% -$329 0.03% 131
2023
Q3 		$206K Sell
3,312
-87
-3% -$5.98K 0.03% 144
2023
Q2 		$245K Buy
+3,399
New +$216K 0.03% 150
2022
Q3 		– Sell
-3,977
Closed -$204K – 367
2022
Q2 		$204K Buy
3,977
+102
+3% +$5.98K 0.04% 115
2022
Q1 		$246K Buy
3,875
+280
+8% +$21.5K 0.04% 104
2021
Q4 		$328K Hold
3,595
– – 0.06% 84
2021
Q3 		$274K Sell
3,595
-743
-17% -$61.8K 0.13% 73
2021
Q2 		$369K Hold
4,338
– – 0.19% 60
2021
Q1 		$355K Hold
4,338
– – 0.23% 54
2020
Q4 		$317K Buy
+4,338
New +$316K 0.23% 57

Other funds holding FBIN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Curi Wealth Management sold out of Fortune Brands Innovations (FBIN) in Q1 2024, closing a stake of 3,307 shares — an estimated $252K sold.

Curi Wealth Management first reported a position in FBIN in Q4 2020 and held it in 10 quarters. The position peaked at $369K in Q2 2021. 622 funds tracked by Wall St. Rank hold FBIN as of Q1 2024.

  • Curi Wealth Management reported no remaining Fortune Brands Innovations position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 3,307 Fortune Brands Innovations shares in Q1 2024, an estimated $252K.
  • Curi Wealth Management first reported a position in Fortune Brands Innovations in Q4 2020 and held it in 10 quarters.
  • Curi Wealth Management's Fortune Brands Innovations position peaked at $369K in Q2 2021.
  • 622 funds tracked by Wall St. Rank held Fortune Brands Innovations as of Q1 2024.

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