Curi Wealth Management’s Flowserve FLS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-3	Closed	–	–	241
2020 Q4	$0	Buy	+3	New	+$98	﹤0.01%	433

Other funds holding FLS

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Curi Wealth Management's FLS Position: Q1 2021 in Review

Curi Wealth Management sold out of Flowserve (FLS) in Q1 2021, closing a stake of 3 shares.

Curi Wealth Management first reported a position in FLS in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 307 funds tracked by Wall St. Rank hold FLS as of Q1 2021.

Curi Wealth Management reported no remaining Flowserve position as of Q1 2021 after selling out during the quarter.
Curi Wealth Management sold 3 Flowserve shares in Q1 2021.
Curi Wealth Management first reported a position in Flowserve in Q4 2020 and held it in 1 quarter.
Curi Wealth Management's Flowserve position peaked at $0 in Q4 2020.
307 funds tracked by Wall St. Rank held Flowserve as of Q1 2021.

Based on Curi Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.