CWM
RNST icon

Curi Wealth Management’s Renasant Corp RNST Stock Holding History

Curi Wealth Management’s Portfolio RNST Stock Details RNST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,115
Closed -$240K – 110
2023
Q4 		$240K Buy
+7,115
New +$199K 0.03% 136
2023
Q2 		– Sell
-7,057
Closed -$216K – 176
2023
Q1 		$216K Buy
+7,057
New +$247K 0.03% 156

Other funds holding RNST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Curi Wealth Management's RNST Position: Q1 2024 in Review

Curi Wealth Management sold out of Renasant Corp (RNST) in Q1 2024, closing a stake of 7,115 shares — an estimated $240K sold.

Curi Wealth Management first reported a position in RNST in Q1 2023 and held it in 2 quarters. The position peaked at $240K in Q4 2023. 199 funds tracked by Wall St. Rank hold RNST as of Q1 2024.

  • Curi Wealth Management reported no remaining Renasant Corp position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 7,115 Renasant Corp shares in Q1 2024, an estimated $240K.
  • Curi Wealth Management first reported a position in Renasant Corp in Q1 2023 and held it in 2 quarters.
  • Curi Wealth Management's Renasant Corp position peaked at $240K in Q4 2023.
  • 199 funds tracked by Wall St. Rank held Renasant Corp as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.