Curi Wealth Management’s Kohl's KSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4	Closed	–	–	470
2022 Q2	$0	Hold	4	–	–	﹤0.01%	683
2022 Q1	$0	Hold	4	–	–	﹤0.01%	590
2021 Q4	$0	Buy	+4	New	+$204	﹤0.01%	550
2021 Q1	–	Sell	-5	Closed	–	–	305
2020 Q4	$0	Buy	+5	New	+$145	﹤0.01%	461

Other funds holding KSS

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Macellum Advisors New York $7.23M AUM 23.78% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Curi Wealth Management sold out of Kohl's (KSS) in Q3 2022, closing a stake of 4 shares.

Curi Wealth Management first reported a position in KSS in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 370 funds tracked by Wall St. Rank hold KSS as of Q3 2022.

Curi Wealth Management reported no remaining Kohl's position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 4 Kohl's shares in Q3 2022.
Curi Wealth Management first reported a position in Kohl's in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Kohl's position peaked at $0 in Q2 2022.
370 funds tracked by Wall St. Rank held Kohl's as of Q3 2022.

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