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Curi Wealth Management’s Marvell Technology MRVL Stock Holding History

Curi Wealth Management’s Portfolio MRVL Stock Details MRVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,841
Closed -$80K – 509
2022
Q2 		$80K Hold
1,841
– – 0.02% 191
2022
Q1 		$132K Hold
1,841
– – 0.02% 136
2021
Q4 		$161K Buy
+1,841
New +$138K 0.03% 120
2021
Q1 		– Sell
-2,091
Closed -$99K – 339
2020
Q4 		$99K Buy
+2,091
New +$90.5K 0.07% 114

Other funds holding MRVL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Curi Wealth Management sold out of Marvell Technology (MRVL) in Q3 2022, closing a stake of 1,841 shares — an estimated $80K sold.

Curi Wealth Management first reported a position in MRVL in Q4 2020 and held it in 4 quarters. The position peaked at $161K in Q4 2021. 846 funds tracked by Wall St. Rank hold MRVL as of Q3 2022.

  • Curi Wealth Management reported no remaining Marvell Technology position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 1,841 Marvell Technology shares in Q3 2022, an estimated $80K.
  • Curi Wealth Management first reported a position in Marvell Technology in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Marvell Technology position peaked at $161K in Q4 2021.
  • 846 funds tracked by Wall St. Rank held Marvell Technology as of Q3 2022.

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