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Curi Wealth Management’s Visteon VC Stock Holding History

Curi Wealth Management’s Portfolio VC Stock Details VC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-80
Closed -$8K – 668
2022
Q2 		$8K Hold
80
– – ﹤0.01% 412
2022
Q1 		$8K Hold
80
– – ﹤0.01% 383
2021
Q4 		$8K Buy
+80
New +$8.89K ﹤0.01% 341
2021
Q1 		– Sell
-80
Closed -$10K – 463
2020
Q4 		$10K Buy
+80
New +$8.43K 0.01% 253

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Curi Wealth Management sold out of Visteon (VC) in Q3 2022, closing a stake of 80 shares — an estimated $8K sold.

Curi Wealth Management first reported a position in VC in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q4 2020. 248 funds tracked by Wall St. Rank hold VC as of Q3 2022.

  • Curi Wealth Management reported no remaining Visteon position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 80 Visteon shares in Q3 2022, an estimated $8K.
  • Curi Wealth Management first reported a position in Visteon in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Visteon position peaked at $10K in Q4 2020.
  • 248 funds tracked by Wall St. Rank held Visteon as of Q3 2022.

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