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Curi Wealth Management’s Motorola Solutions MSI Stock Holding History

Curi Wealth Management’s Portfolio MSI Stock Details MSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-29
Closed -$6K – 511
2022
Q2 		$6K Hold
29
– – ﹤0.01% 436
2022
Q1 		$7K Buy
29
+28
+2,800% +$6.51K ﹤0.01% 393
2021
Q4 		$0 Buy
+1
New +$252 ﹤0.01% 561
2021
Q1 		– Sell
-1
Closed – – 341
2020
Q4 		$0 Buy
+1
New +$168 ﹤0.01% 473

Other funds holding MSI

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Curi Wealth Management sold out of Motorola Solutions (MSI) in Q3 2022, closing a stake of 29 shares — an estimated $6K sold.

Curi Wealth Management first reported a position in MSI in Q4 2020 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 894 funds tracked by Wall St. Rank hold MSI as of Q3 2022.

  • Curi Wealth Management reported no remaining Motorola Solutions position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 29 Motorola Solutions shares in Q3 2022, an estimated $6K.
  • Curi Wealth Management first reported a position in Motorola Solutions in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Motorola Solutions position peaked at $7K in Q1 2022.
  • 894 funds tracked by Wall St. Rank held Motorola Solutions as of Q3 2022.

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