Curi Wealth Management’s Sylvamo SLVM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-6	Closed	–	–	608
2022 Q2	$0	Hold	6	–	–	﹤0.01%	716
2022 Q1	$0	Hold	6	–	–	﹤0.01%	636
2021 Q4	$0	Buy	+6	New	+$175	﹤0.01%	591

Other funds holding SLVM

Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AWAM

Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Curi Wealth Management sold out of Sylvamo (SLVM) in Q3 2022, closing a stake of 6 shares.

Curi Wealth Management first reported a position in SLVM in Q4 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 343 funds tracked by Wall St. Rank hold SLVM as of Q3 2022.

Curi Wealth Management reported no remaining Sylvamo position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 6 Sylvamo shares in Q3 2022.
Curi Wealth Management first reported a position in Sylvamo in Q4 2021 and held it in 3 quarters.
Curi Wealth Management's Sylvamo position peaked at $0 in Q2 2022.
343 funds tracked by Wall St. Rank held Sylvamo as of Q3 2022.

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