Curi Wealth Management’s Robert Half RHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-129	Closed	-$10K	–	587
2022 Q2	$10K	Buy	+129	New	+$12.2K	﹤0.01%	377

Other funds holding RHI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Curi Wealth Management sold out of Robert Half (RHI) in Q3 2022, closing a stake of 129 shares — an estimated $10K sold.

Curi Wealth Management first reported a position in RHI in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 528 funds tracked by Wall St. Rank hold RHI as of Q3 2022.

Curi Wealth Management reported no remaining Robert Half position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 129 Robert Half shares in Q3 2022, an estimated $10K.
Curi Wealth Management first reported a position in Robert Half in Q2 2022 and held it in 1 quarter.
Curi Wealth Management's Robert Half position peaked at $10K in Q2 2022.
528 funds tracked by Wall St. Rank held Robert Half as of Q3 2022.

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