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Curi Wealth Management’s Landstar System LSTR Stock Holding History

Curi Wealth Management’s Portfolio LSTR Stock Details LSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10
Closed -$1K – 483
2022
Q2 		$1K Buy
+10
New +$1.49K ﹤0.01% 578

Other funds holding LSTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Curi Wealth Management sold out of Landstar System (LSTR) in Q3 2022, closing a stake of 10 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in LSTR in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 406 funds tracked by Wall St. Rank hold LSTR as of Q3 2022.

  • Curi Wealth Management reported no remaining Landstar System position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 10 Landstar System shares in Q3 2022, an estimated $1K.
  • Curi Wealth Management first reported a position in Landstar System in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's Landstar System position peaked at $1K in Q2 2022.
  • 406 funds tracked by Wall St. Rank held Landstar System as of Q3 2022.

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