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Curi Wealth Management’s Skyworks Solutions SWKS Stock Holding History

Curi Wealth Management’s Portfolio SWKS Stock Details SWKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-5
Closed – – 629
2022
Q2 		$0 Hold
5
– – ﹤0.01% 718
2022
Q1 		$0 Hold
5
– – ﹤0.01% 644
2021
Q4 		$0 Buy
+5
New +$800 ﹤0.01% 597
2021
Q1 		– Sell
-3
Closed – – 433
2020
Q4 		$0 Buy
+3
New +$439 ﹤0.01% 504

Other funds holding SWKS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Curi Wealth Management sold out of Skyworks Solutions (SWKS) in Q3 2022, closing a stake of 5 shares.

Curi Wealth Management first reported a position in SWKS in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 863 funds tracked by Wall St. Rank hold SWKS as of Q3 2022.

  • Curi Wealth Management reported no remaining Skyworks Solutions position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 5 Skyworks Solutions shares in Q3 2022.
  • Curi Wealth Management first reported a position in Skyworks Solutions in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Skyworks Solutions position peaked at $0 in Q2 2022.
  • 863 funds tracked by Wall St. Rank held Skyworks Solutions as of Q3 2022.

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