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Curi Wealth Management’s Nucor NUE Stock Holding History

Curi Wealth Management’s Portfolio NUE Stock Details NUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3
Closed – – 529
2022
Q2 		$0 Hold
3
– – ﹤0.01% 695
2022
Q1 		$0 Hold
3
– – ﹤0.01% 606
2021
Q4 		$0 Buy
+3
New +$328 ﹤0.01% 566
2021
Q1 		– Sell
-3
Closed – – 357
2020
Q4 		$0 Buy
+3
New +$155 ﹤0.01% 478

Other funds holding NUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Curi Wealth Management sold out of Nucor (NUE) in Q3 2022, closing a stake of 3 shares.

Curi Wealth Management first reported a position in NUE in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 1,061 funds tracked by Wall St. Rank hold NUE as of Q3 2022.

  • Curi Wealth Management reported no remaining Nucor position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 3 Nucor shares in Q3 2022.
  • Curi Wealth Management first reported a position in Nucor in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Nucor position peaked at $0 in Q2 2022.
  • 1,061 funds tracked by Wall St. Rank held Nucor as of Q3 2022.

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