CWM
PHAS

Curi Wealth Management’s PhaseBio Pharmaceuticals, Inc. Common Stock PHAS Stock Holding History

Curi Wealth Management’s Portfolio PHAS Stock Details PHAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-823
Closed – – 743
2022
Q2 		$0 Sell
823
-3,247
-80% -$3.11K ﹤0.01% 746
2022
Q1 		$5K Buy
+4,070
New +$6.6K ﹤0.01% 422

Other funds holding PHAS

NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PTP
Platform Technology Partners New York $519M AUM 20% 1-Year Est. Return

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

Curi Wealth Management sold out of PhaseBio Pharmaceuticals, Inc. Common Stock (PHAS) in Q3 2022, closing a stake of 823 shares.

Curi Wealth Management first reported a position in PHAS in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 38 funds tracked by Wall St. Rank hold PHAS as of Q3 2022.

  • Curi Wealth Management reported no remaining PhaseBio Pharmaceuticals, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 823 PhaseBio Pharmaceuticals, Inc. Common Stock shares in Q3 2022.
  • Curi Wealth Management first reported a position in PhaseBio Pharmaceuticals, Inc. Common Stock in Q1 2022 and held it in 2 quarters.
  • Curi Wealth Management's PhaseBio Pharmaceuticals, Inc. Common Stock position peaked at $5K in Q1 2022.
  • 38 funds tracked by Wall St. Rank held PhaseBio Pharmaceuticals, Inc. Common Stock as of Q3 2022.

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