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Curi Wealth Management’s Nasdaq NDAQ Stock Holding History

Curi Wealth Management’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-57
Closed -$3K – 517
2022
Q2 		$3K Hold
57
– – ﹤0.01% 496
2022
Q1 		$3K Hold
57
– – ﹤0.01% 442
2021
Q4 		$3K Buy
+57
New +$3.88K ﹤0.01% 400
2021
Q1 		– Sell
-57
Closed -$2K – 346
2020
Q4 		$2K Buy
+57
New +$2.41K ﹤0.01% 339

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Curi Wealth Management sold out of Nasdaq (NDAQ) in Q3 2022, closing a stake of 57 shares — an estimated $3K sold.

Curi Wealth Management first reported a position in NDAQ in Q4 2020 and held it in 4 quarters. The position peaked at $3K in Q2 2022. 682 funds tracked by Wall St. Rank hold NDAQ as of Q3 2022.

  • Curi Wealth Management reported no remaining Nasdaq position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 57 Nasdaq shares in Q3 2022, an estimated $3K.
  • Curi Wealth Management first reported a position in Nasdaq in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Nasdaq position peaked at $3K in Q2 2022.
  • 682 funds tracked by Wall St. Rank held Nasdaq as of Q3 2022.

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