CWM
TCBK icon

Curi Wealth Management’s TriCo Bancshares TCBK Stock Holding History

Curi Wealth Management’s Portfolio TCBK Stock Details TCBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-197
Closed -$9K – 634
2022
Q2 		$9K Hold
197
– – ﹤0.01% 392
2022
Q1 		$7K Hold
197
– – ﹤0.01% 396
2021
Q4 		$8K Buy
+197
New +$8.65K ﹤0.01% 339
2021
Q1 		– Sell
-197
Closed -$6K – 439
2020
Q4 		$6K Buy
+197
New +$6.22K ﹤0.01% 296

Other funds holding TCBK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Curi Wealth Management sold out of TriCo Bancshares (TCBK) in Q3 2022, closing a stake of 197 shares — an estimated $9K sold.

Curi Wealth Management first reported a position in TCBK in Q4 2020 and held it in 4 quarters. The position peaked at $9K in Q2 2022. 144 funds tracked by Wall St. Rank hold TCBK as of Q3 2022.

  • Curi Wealth Management reported no remaining TriCo Bancshares position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 197 TriCo Bancshares shares in Q3 2022, an estimated $9K.
  • Curi Wealth Management first reported a position in TriCo Bancshares in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's TriCo Bancshares position peaked at $9K in Q2 2022.
  • 144 funds tracked by Wall St. Rank held TriCo Bancshares as of Q3 2022.

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