Curi Wealth Management’s United Microelectronic UMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-243	Closed	-$2K	–	660
2022 Q2	$2K	Buy	+243	New	+$1.99K	﹤0.01%	531

Other funds holding UMC

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Curi Wealth Management sold out of United Microelectronic (UMC) in Q3 2022, closing a stake of 243 shares — an estimated $2K sold.

Curi Wealth Management first reported a position in UMC in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 225 funds tracked by Wall St. Rank hold UMC as of Q3 2022.

Curi Wealth Management reported no remaining United Microelectronic position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 243 United Microelectronic shares in Q3 2022, an estimated $2K.
Curi Wealth Management first reported a position in United Microelectronic in Q2 2022 and held it in 1 quarter.
Curi Wealth Management's United Microelectronic position peaked at $2K in Q2 2022.
225 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2022.

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