Curi Wealth Management’s Synopsys SNPS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-179	Closed	-$54K	–	611
2022 Q2	$54K	Buy	179 +28	+19%	+$8.45K	0.01%	223
2022 Q1	$50K	Buy	151 +78	+107%	+$24.3K	0.01%	217
2021 Q4	$26K	Buy	+73	New	+$24.6K	﹤0.01%	226
2021 Q1	–	Sell	-72	Closed	-$18K	–	422
2020 Q4	$18K	Buy	+72	New	+$16.6K	0.01%	209

Other funds holding SNPS

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Curi Wealth Management sold out of Synopsys (SNPS) in Q3 2022, closing a stake of 179 shares — an estimated $54K sold.

Curi Wealth Management first reported a position in SNPS in Q4 2020 and held it in 4 quarters. The position peaked at $54K in Q2 2022. 878 funds tracked by Wall St. Rank hold SNPS as of Q3 2022.

Curi Wealth Management reported no remaining Synopsys position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 179 Synopsys shares in Q3 2022, an estimated $54K.
Curi Wealth Management first reported a position in Synopsys in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Synopsys position peaked at $54K in Q2 2022.
878 funds tracked by Wall St. Rank held Synopsys as of Q3 2022.

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