Curi Wealth Management’s Genuine Parts GPC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-77	Closed	-$10K	–	395
2022 Q2	$10K	Buy	77 +73	+1,825%	+$9.72K	﹤0.01%	373
2022 Q1	$0	Hold	4	–	–	﹤0.01%	566
2021 Q4	$0	Buy	+4	New	+$529	﹤0.01%	528
2021 Q1	–	Sell	-4	Closed	–	–	253
2020 Q4	$0	Buy	+4	New	+$391	﹤0.01%	439

Other funds holding GPC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Curi Wealth Management sold out of Genuine Parts (GPC) in Q3 2022, closing a stake of 77 shares — an estimated $10K sold.

Curi Wealth Management first reported a position in GPC in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q2 2022. 1,079 funds tracked by Wall St. Rank hold GPC as of Q3 2022.

Curi Wealth Management reported no remaining Genuine Parts position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 77 Genuine Parts shares in Q3 2022, an estimated $10K.
Curi Wealth Management first reported a position in Genuine Parts in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Genuine Parts position peaked at $10K in Q2 2022.
1,079 funds tracked by Wall St. Rank held Genuine Parts as of Q3 2022.

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