CWM
SKY icon

Curi Wealth Management’s Champion Homes SKY Stock Holding History

Curi Wealth Management’s Portfolio SKY Stock Details SKY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,183
Closed -$56K – 605
2022
Q2 		$56K Hold
1,183
– – 0.01% 221
2022
Q1 		$64K Hold
1,183
– – 0.01% 193
2021
Q4 		$93K Buy
+1,183
New +$85.4K 0.02% 146
2021
Q1 		– Sell
-1,183
Closed -$36K – 418
2020
Q4 		$36K Buy
+1,183
New +$34.9K 0.03% 172

Other funds holding SKY

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Curi Wealth Management sold out of Champion Homes (SKY) in Q3 2022, closing a stake of 1,183 shares — an estimated $56K sold.

Curi Wealth Management first reported a position in SKY in Q4 2020 and held it in 4 quarters. The position peaked at $93K in Q4 2021. 263 funds tracked by Wall St. Rank hold SKY as of Q3 2022.

  • Curi Wealth Management reported no remaining Champion Homes position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 1,183 Champion Homes shares in Q3 2022, an estimated $56K.
  • Curi Wealth Management first reported a position in Champion Homes in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Champion Homes position peaked at $93K in Q4 2021.
  • 263 funds tracked by Wall St. Rank held Champion Homes as of Q3 2022.

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