Curi Wealth Management’s RB Global RBA Stock Holding History

Curi Wealth Management’s Portfolio RBA Stock Details RBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,402	Closed	-$91K	–	580
2022 Q2	$91K	Sell	1,402 -369	-21%	-$21.7K	0.02%	182
2022 Q1	$104K	Buy	1,771 +823	+87%	+$48.3K	0.02%	157
2021 Q4	$58K	Buy	+948	New	+$63.4K	0.01%	182
2021 Q1	–	Sell	-948	Closed	-$65K	–	398
2020 Q4	$65K	Buy	+948	New	+$62.8K	0.05%	139

Other funds holding RBA

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Curi Wealth Management sold out of RB Global (RBA) in Q3 2022, closing a stake of 1,402 shares — an estimated $91K sold.

Curi Wealth Management first reported a position in RBA in Q4 2020 and held it in 4 quarters. The position peaked at $104K in Q1 2022. 316 funds tracked by Wall St. Rank hold RBA as of Q3 2022.

Curi Wealth Management reported no remaining RB Global position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 1,402 RB Global shares in Q3 2022, an estimated $91K.
Curi Wealth Management first reported a position in RB Global in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's RB Global position peaked at $104K in Q1 2022.
316 funds tracked by Wall St. Rank held RB Global as of Q3 2022.

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