CWM
XYZ

Curi Wealth Management’s Block Inc XYZ Stock Holding History

Curi Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-11
Closed -$1K – 726
2022
Q2 		$1K Hold
11
– – ﹤0.01% 608
2022
Q1 		$1K Hold
11
– – ﹤0.01% 503
2021
Q4 		$1K Buy
+11
New +$2.38K ﹤0.01% 471

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Curi Wealth Management sold out of Block Inc (XYZ) in Q3 2022, closing a stake of 11 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in XYZ in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 970 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • Curi Wealth Management reported no remaining Block Inc position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 11 Block Inc shares in Q3 2022, an estimated $1K.
  • Curi Wealth Management first reported a position in Block Inc in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's Block Inc position peaked at $1K in Q2 2022.
  • 970 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

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