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Curi Wealth Management’s Teleflex TFX Stock Holding History

Curi Wealth Management’s Portfolio TFX Stock Details TFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-203
Closed -$50K – 638
2022
Q2 		$50K Hold
203
– – 0.01% 227
2022
Q1 		$72K Hold
203
– – 0.01% 185
2021
Q4 		$66K Buy
+203
New +$69.1K 0.01% 172
2021
Q1 		– Sell
-203
Closed -$83K – 443
2020
Q4 		$83K Buy
+203
New +$74.9K 0.06% 123

Other funds holding TFX

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return

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

Curi Wealth Management sold out of Teleflex (TFX) in Q3 2022, closing a stake of 203 shares — an estimated $50K sold.

Curi Wealth Management first reported a position in TFX in Q4 2020 and held it in 4 quarters. The position peaked at $83K in Q4 2020. 468 funds tracked by Wall St. Rank hold TFX as of Q3 2022.

  • Curi Wealth Management reported no remaining Teleflex position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 203 Teleflex shares in Q3 2022, an estimated $50K.
  • Curi Wealth Management first reported a position in Teleflex in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Teleflex position peaked at $83K in Q4 2020.
  • 468 funds tracked by Wall St. Rank held Teleflex as of Q3 2022.

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