CWM
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Curi Wealth Management’s SL Green Realty SLG Stock Holding History

Curi Wealth Management’s Portfolio SLG Stock Details SLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-27
Closed -$1K – 607
2022
Q2 		$1K Buy
+27
New +$1.72K ﹤0.01% 593
2022
Q1 		– Sell
-1
Closed – – 635
2021
Q4 		$0 Buy
+1
New +$74 ﹤0.01% 590

Other funds holding SLG

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Curi Wealth Management sold out of SL Green Realty (SLG) in Q3 2022, closing a stake of 27 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in SLG in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 308 funds tracked by Wall St. Rank hold SLG as of Q3 2022.

  • Curi Wealth Management reported no remaining SL Green Realty position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 27 SL Green Realty shares in Q3 2022, an estimated $1K.
  • Curi Wealth Management first reported a position in SL Green Realty in Q4 2021 and held it in 2 quarters.
  • Curi Wealth Management's SL Green Realty position peaked at $1K in Q2 2022.
  • 308 funds tracked by Wall St. Rank held SL Green Realty as of Q3 2022.

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