Curi Wealth Management’s VanEck Agribusiness ETF MOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-115	Closed	-$10K	–	503
2022 Q2	$10K	Hold	115	–	–	﹤0.01%	375
2022 Q1	$12K	Hold	115	–	–	﹤0.01%	344
2021 Q4	$10K	Buy	+115	New	+$10.8K	﹤0.01%	322
2021 Q1	–	Sell	-115	Closed	-$8K	–	334
2020 Q4	$8K	Buy	+115	New	+$8.34K	0.01%	277

Other funds holding MOO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

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

Curi Wealth Management sold out of VanEck Agribusiness ETF (MOO) in Q3 2022, closing a stake of 115 shares — an estimated $10K sold.

Curi Wealth Management first reported a position in MOO in Q4 2020 and held it in 4 quarters. The position peaked at $12K in Q1 2022. 251 funds tracked by Wall St. Rank hold MOO as of Q3 2022.

Curi Wealth Management reported no remaining VanEck Agribusiness ETF position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 115 VanEck Agribusiness ETF shares in Q3 2022, an estimated $10K.
Curi Wealth Management first reported a position in VanEck Agribusiness ETF in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's VanEck Agribusiness ETF position peaked at $12K in Q1 2022.
251 funds tracked by Wall St. Rank held VanEck Agribusiness ETF as of Q3 2022.

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