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Curi Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History

Curi Wealth Management’s Portfolio GOOGL Stock Details GOOGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,844
Closed -$1.51M – 54
2023
Q4 		$1.51M Sell
10,844
-86
-0.8% -$11.6K 0.21% 53
2023
Q3 		$1.43M Sell
10,930
-1,142
-9% -$148K 0.22% 52
2023
Q2 		$1.45M Sell
12,072
-100
-0.8% -$11.5K 0.2% 55
2023
Q1 		$1.26M Buy
12,172
+687
+6% +$65.9K 0.18% 60
2022
Q4 		$1.01M Sell
11,485
-1,407
-11% -$134K 0.14% 78
2022
Q3 		$1.23M Buy
12,892
+5,012
+64% +$556K 0.2% 61
2022
Q2 		$859K Sell
7,880
-3,600
-31% -$424K 0.17% 52
2022
Q1 		$1.6M Buy
11,480
+5,740
+100% +$780K 0.28% 49
2021
Q4 		$831K Hold
5,740
– – 0.14% 59
2021
Q3 		$767K Buy
5,740
+80
+1% +$10.9K 0.35% 35
2021
Q2 		$691K Buy
5,660
+240
+4% +$28K 0.35% 36
2021
Q1 		$558K Buy
5,420
+480
+10% +$47.4K 0.35% 38
2020
Q4 		$432K Buy
+4,940
New +$416K 0.31% 38

Other funds holding GOOGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Curi Wealth Management sold out of Alphabet (Google) Class A (GOOGL) in Q1 2024, closing a stake of 10,844 shares — an estimated $1.51M sold.

Curi Wealth Management first reported a position in GOOGL in Q4 2020 and held it in 13 quarters. The position peaked at $1.6M in Q1 2022. 4,413 funds tracked by Wall St. Rank hold GOOGL as of Q1 2024.

  • Curi Wealth Management reported no remaining Alphabet (Google) Class A position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 10,844 Alphabet (Google) Class A shares in Q1 2024, an estimated $1.51M.
  • Curi Wealth Management first reported a position in Alphabet (Google) Class A in Q4 2020 and held it in 13 quarters.
  • Curi Wealth Management's Alphabet (Google) Class A position peaked at $1.6M in Q1 2022.
  • 4,413 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2024.

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