Curi Wealth Management’s Gartner IT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1	Closed	–	–	439
2022 Q2	$0	Hold	1	–	–	﹤0.01%	679
2022 Q1	$0	Buy	+1	New	+$290	﹤0.01%	582

Other funds holding IT

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Curi Wealth Management sold out of Gartner (IT) in Q3 2022, closing a stake of 1 share.

Curi Wealth Management first reported a position in IT in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q2 2022. 694 funds tracked by Wall St. Rank hold IT as of Q3 2022.

Curi Wealth Management reported no remaining Gartner position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 1 Gartner share in Q3 2022.
Curi Wealth Management first reported a position in Gartner in Q1 2022 and held it in 2 quarters.
Curi Wealth Management's Gartner position peaked at $0 in Q2 2022.
694 funds tracked by Wall St. Rank held Gartner as of Q3 2022.

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