Curi Wealth Management’s Investors Bancorp, Inc. ISBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-874	Closed	-$13K	–	749
2022 Q1	$13K	Hold	874	–	–	﹤0.01%	336
2021 Q4	$13K	Buy	+874	New	+$13.5K	﹤0.01%	293
2021 Q1	–	Sell	-874	Closed	-$9K	–	527
2020 Q4	$9K	Buy	+874	New	+$7.99K	0.01%	270

Other funds holding ISBC

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Curi Wealth Management's ISBC Position: Q2 2022 in Review

Curi Wealth Management sold out of Investors Bancorp, Inc. (ISBC) in Q2 2022, closing a stake of 874 shares — an estimated $13K sold.

Curi Wealth Management first reported a position in ISBC in Q4 2020 and held it in 3 quarters. The position peaked at $13K in Q1 2022. 3 funds tracked by Wall St. Rank hold ISBC as of Q2 2022.

Curi Wealth Management reported no remaining Investors Bancorp, Inc. position as of Q2 2022 after selling out during the quarter.
Curi Wealth Management sold 874 Investors Bancorp, Inc. shares in Q2 2022, an estimated $13K.
Curi Wealth Management first reported a position in Investors Bancorp, Inc. in Q4 2020 and held it in 3 quarters.
Curi Wealth Management's Investors Bancorp, Inc. position peaked at $13K in Q1 2022.
3 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2022.

Based on Curi Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.