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Curi Wealth Management’s Maravai LifeSciences MRVI Stock Holding History

Curi Wealth Management’s Portfolio MRVI Stock Details MRVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-566,417
Closed -$7.04M – 170
2023
Q2 		$7.04M Sell
566,417
-44,347
-7% -$599K 0.95% 35
2023
Q1 		$8.56M Sell
610,764
-310,582
-34% -$4.46M 1.23% 31
2022
Q4 		$13.2M Buy
921,346
+478,636
+108% +$7.54M 1.85% 17
2022
Q3 		$11.3M Buy
442,710
+12,259
+3% +$308K 1.87% 18
2022
Q2 		$12.2M Buy
430,451
+10,005
+2% +$317K 2.35% 14
2022
Q1 		$14.8M Buy
+420,446
New +$14.1M 2.57% 12

Other funds holding MRVI

GL
GTCR LLC Chicago, Illinois $3.91B AUM 14.64% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
1WCM
12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Curi Wealth Management's MRVI Position: Q3 2023 in Review

Curi Wealth Management sold out of Maravai LifeSciences (MRVI) in Q3 2023, closing a stake of 566,417 shares — an estimated $7.04M sold.

Curi Wealth Management first reported a position in MRVI in Q1 2022 and held it in 6 quarters. The position peaked at $14.8M in Q1 2022. 205 funds tracked by Wall St. Rank hold MRVI as of Q3 2023.

  • Curi Wealth Management reported no remaining Maravai LifeSciences position as of Q3 2023 after selling out during the quarter.
  • Curi Wealth Management sold 566,417 Maravai LifeSciences shares in Q3 2023, an estimated $7.04M.
  • Curi Wealth Management first reported a position in Maravai LifeSciences in Q1 2022 and held it in 6 quarters.
  • Curi Wealth Management's Maravai LifeSciences position peaked at $14.8M in Q1 2022.
  • 205 funds tracked by Wall St. Rank held Maravai LifeSciences as of Q3 2023.

Based on Curi Wealth Management's 13F filing for Q3 2023, filed 6 Nov 2023.