Curi Wealth Management’s Masco MAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-6	Closed	–	–	488
2022 Q2	$0	Hold	6	–	–	﹤0.01%	690
2022 Q1	$0	Hold	6	–	–	﹤0.01%	598
2021 Q4	$0	Buy	+6	New	+$388	﹤0.01%	556
2021 Q1	–	Sell	-6	Closed	–	–	320
2020 Q4	$0	Buy	+6	New	+$330	﹤0.01%	467

Other funds holding MAS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Curi Wealth Management sold out of Masco (MAS) in Q3 2022, closing a stake of 6 shares.

Curi Wealth Management first reported a position in MAS in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 682 funds tracked by Wall St. Rank hold MAS as of Q3 2022.

Curi Wealth Management reported no remaining Masco position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 6 Masco shares in Q3 2022.
Curi Wealth Management first reported a position in Masco in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Masco position peaked at $0 in Q2 2022.
682 funds tracked by Wall St. Rank held Masco as of Q3 2022.

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