Curi Wealth Management’s Terminix Global Holdings, Inc. TMX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-6,670	Closed	-$255K	–	211
2022 Q3	$255K	Hold	6,670	–	–	0.04%	147
2022 Q2	$271K	Hold	6,670	–	–	0.05%	94
2022 Q1	$304K	Hold	6,670	–	–	0.05%	84
2021 Q4	$301K	Hold	6,670	–	–	0.05%	92
2021 Q3	$277K	Hold	6,670	–	–	0.13%	71
2021 Q2	$318K	Hold	6,670	–	–	0.16%	67
2021 Q1	$317K	Hold	6,670	–	–	0.2%	61
2020 Q4	$340K	Buy	+6,670	New	+$322K	0.25%	52

Other funds holding TMX

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Curi Wealth Management's TMX Position: Q4 2022 in Review

Curi Wealth Management sold out of Terminix Global Holdings, Inc. (TMX) in Q4 2022, closing a stake of 6,670 shares — an estimated $255K sold.

Curi Wealth Management first reported a position in TMX in Q4 2020 and held it in 8 quarters. The position peaked at $340K in Q4 2020. 2 funds tracked by Wall St. Rank hold TMX as of Q4 2022.

Curi Wealth Management reported no remaining Terminix Global Holdings, Inc. position as of Q4 2022 after selling out during the quarter.
Curi Wealth Management sold 6,670 Terminix Global Holdings, Inc. shares in Q4 2022, an estimated $255K.
Curi Wealth Management first reported a position in Terminix Global Holdings, Inc. in Q4 2020 and held it in 8 quarters.
Curi Wealth Management's Terminix Global Holdings, Inc. position peaked at $340K in Q4 2020.
2 funds tracked by Wall St. Rank held Terminix Global Holdings, Inc. as of Q4 2022.

Based on Curi Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.