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Curi Wealth Management’s Keysight KEYS Stock Holding History

Curi Wealth Management’s Portfolio KEYS Stock Details KEYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-21,502
Closed -$3.42M – 77
2023
Q4 		$3.42M Sell
21,502
-35,047
-62% -$4.76M 0.47% 47
2023
Q3 		$7.48M Buy
56,549
+17,299
+44% +$2.56M 1.15% 32
2023
Q2 		$6.57M Sell
39,250
-2,970
-7% -$461K 0.89% 38
2023
Q1 		$6.82M Sell
42,220
-7,890
-16% -$1.34M 0.98% 36
2022
Q4 		$8.57M Buy
50,110
+243
+0.5% +$41.4K 1.2% 32
2022
Q3 		$7.85M Buy
49,867
+1,002
+2% +$160K 1.3% 30
2022
Q2 		$6.74M Buy
48,865
+192
+0.4% +$27.3K 1.3% 31
2022
Q1 		$7.69M Buy
48,673
+6,908
+17% +$1.15M 1.33% 32
2021
Q4 		$8.63M Buy
+41,765
New +$7.81M 1.49% 29
2021
Q1 		– Sell
-5
Closed – – 297
2020
Q4 		$0 Buy
+5
New +$576 ﹤0.01% 457

Other funds holding KEYS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Curi Wealth Management sold out of Keysight (KEYS) in Q1 2024, closing a stake of 21,502 shares — an estimated $3.42M sold.

Curi Wealth Management first reported a position in KEYS in Q4 2020 and held it in 10 quarters. The position peaked at $8.63M in Q4 2021. 864 funds tracked by Wall St. Rank hold KEYS as of Q1 2024.

  • Curi Wealth Management reported no remaining Keysight position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 21,502 Keysight shares in Q1 2024, an estimated $3.42M.
  • Curi Wealth Management first reported a position in Keysight in Q4 2020 and held it in 10 quarters.
  • Curi Wealth Management's Keysight position peaked at $8.63M in Q4 2021.
  • 864 funds tracked by Wall St. Rank held Keysight as of Q1 2024.

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