CWM
MRO

Curi Wealth Management’s Marathon Oil Corporation MRO Stock Holding History

Curi Wealth Management’s Portfolio MRO Stock Details MRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-230
Closed -$5K – 730
2022
Q2 		$5K Hold
230
– – ﹤0.01% 462
2022
Q1 		$5K Hold
230
– – ﹤0.01% 421
2021
Q4 		$3K Buy
+230
New +$3.7K ﹤0.01% 406
2021
Q1 		– Sell
-247
Closed -$1K – 518
2020
Q4 		$1K Buy
+247
New +$1.33K ﹤0.01% 379

Other funds holding MRO

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Curi Wealth Management sold out of Marathon Oil Corporation (MRO) in Q3 2022, closing a stake of 230 shares — an estimated $5K sold.

Curi Wealth Management first reported a position in MRO in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q2 2022. 743 funds tracked by Wall St. Rank hold MRO as of Q3 2022.

  • Curi Wealth Management reported no remaining Marathon Oil Corporation position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 230 Marathon Oil Corporation shares in Q3 2022, an estimated $5K.
  • Curi Wealth Management first reported a position in Marathon Oil Corporation in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Marathon Oil Corporation position peaked at $5K in Q2 2022.
  • 743 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q3 2022.

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