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Curi Wealth Management’s Illinois Tool Works ITW Stock Holding History

Curi Wealth Management’s Portfolio ITW Stock Details ITW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,035
Closed -$533K – 65
2023
Q4 		$533K Buy
2,035
+5
+0.2% +$1.2K 0.07% 84
2023
Q3 		$468K Sell
2,030
-26
-1% -$6.34K 0.07% 91
2023
Q2 		$514K Sell
2,056
-36
-2% -$8.43K 0.07% 91
2023
Q1 		$509K Buy
2,092
+76
+4% +$17.7K 0.07% 97
2022
Q4 		$444K Sell
2,016
-609
-23% -$130K 0.06% 117
2022
Q3 		$474K Buy
2,625
+418
+19% +$82.5K 0.08% 107
2022
Q2 		$402K Sell
2,207
-117
-5% -$23.4K 0.08% 73
2022
Q1 		$486K Buy
2,324
+282
+14% +$63.1K 0.08% 63
2021
Q4 		$503K Buy
2,042
+7
+0.3% +$1.63K 0.09% 69
2021
Q3 		$420K Buy
2,035
+6
+0.3% +$1.35K 0.19% 48
2021
Q2 		$453K Buy
2,029
+5
+0.2% +$1.15K 0.23% 46
2021
Q1 		$448K Buy
2,024
+6
+0.3% +$1.25K 0.28% 43
2020
Q4 		$411K Buy
+2,018
New +$412K 0.3% 43

Other funds holding ITW

BHM
Briar Hall Management Nashville, Tennessee $6.72B AUM 4.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Curi Wealth Management sold out of Illinois Tool Works (ITW) in Q1 2024, closing a stake of 2,035 shares — an estimated $533K sold.

Curi Wealth Management first reported a position in ITW in Q4 2020 and held it in 13 quarters. The position peaked at $533K in Q4 2023. 1,790 funds tracked by Wall St. Rank hold ITW as of Q1 2024.

  • Curi Wealth Management reported no remaining Illinois Tool Works position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 2,035 Illinois Tool Works shares in Q1 2024, an estimated $533K.
  • Curi Wealth Management first reported a position in Illinois Tool Works in Q4 2020 and held it in 13 quarters.
  • Curi Wealth Management's Illinois Tool Works position peaked at $533K in Q4 2023.
  • 1,790 funds tracked by Wall St. Rank held Illinois Tool Works as of Q1 2024.

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