CWM
GAP

Curi Wealth Management’s The Gap Inc GAP Stock Holding History

Curi Wealth Management’s Portfolio GAP Stock Details GAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-9
Closed – – 724
2022
Q2 		$0 Hold
9
– – ﹤0.01% 741
2022
Q1 		$0 Hold
9
– – ﹤0.01% 680
2021
Q4 		$0 Buy
+9
New +$188 ﹤0.01% 619
2021
Q1 		– Sell
-9
Closed – – 515
2020
Q4 		$0 Buy
+9
New +$189 ﹤0.01% 528

Other funds holding GAP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Curi Wealth Management sold out of The Gap Inc (GAP) in Q3 2022, closing a stake of 9 shares.

Curi Wealth Management first reported a position in GAP in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 356 funds tracked by Wall St. Rank hold GAP as of Q3 2022.

  • Curi Wealth Management reported no remaining The Gap Inc position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 9 The Gap Inc shares in Q3 2022.
  • Curi Wealth Management first reported a position in The Gap Inc in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's The Gap Inc position peaked at $0 in Q2 2022.
  • 356 funds tracked by Wall St. Rank held The Gap Inc as of Q3 2022.

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