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Curi Wealth Management’s MSCI MSCI Stock Holding History

Curi Wealth Management’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-4
Closed -$2K – 510
2022
Q2 		$2K Hold
4
– – ﹤0.01% 520
2022
Q1 		$2K Hold
4
– – ﹤0.01% 458
2021
Q4 		$2K Buy
+4
New +$2.51K ﹤0.01% 423
2021
Q1 		– Sell
-4
Closed -$1K – 340
2020
Q4 		$1K Buy
+4
New +$1.57K ﹤0.01% 362

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

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

Curi Wealth Management sold out of MSCI (MSCI) in Q3 2022, closing a stake of 4 shares — an estimated $2K sold.

Curi Wealth Management first reported a position in MSCI in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 741 funds tracked by Wall St. Rank hold MSCI as of Q3 2022.

  • Curi Wealth Management reported no remaining MSCI position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 4 MSCI shares in Q3 2022, an estimated $2K.
  • Curi Wealth Management first reported a position in MSCI in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's MSCI position peaked at $2K in Q2 2022.
  • 741 funds tracked by Wall St. Rank held MSCI as of Q3 2022.

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