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Curi Wealth Management’s ZIM Integrated Shipping Services ZIM Stock Holding History

Curi Wealth Management’s Portfolio ZIM Stock Details ZIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-40
Closed -$2K – 719
2022
Q2 		$2K Buy
+40
New +$2.35K ﹤0.01% 537

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AS
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MMH
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HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Curi Wealth Management sold out of ZIM Integrated Shipping Services (ZIM) in Q3 2022, closing a stake of 40 shares — an estimated $2K sold.

Curi Wealth Management first reported a position in ZIM in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 245 funds tracked by Wall St. Rank hold ZIM as of Q3 2022.

  • Curi Wealth Management reported no remaining ZIM Integrated Shipping Services position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 40 ZIM Integrated Shipping Services shares in Q3 2022, an estimated $2K.
  • Curi Wealth Management first reported a position in ZIM Integrated Shipping Services in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's ZIM Integrated Shipping Services position peaked at $2K in Q2 2022.
  • 245 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q3 2022.

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