EWA
CURI icon

EverSource Wealth Advisors’s CuriosityStream CURI Stock Holding History

EverSource Wealth Advisors’s Portfolio CURI Stock Details CURI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$619 Sell
209
-2
-0.9% -$7 ﹤0.01% 4011
2025
Q4 		$802 Sell
211
-6
-3% -$27 ﹤0.01% 3765
2025
Q3 		$1.15K Buy
217
+13
+6% +$60 ﹤0.01% 3723
2025
Q2 		$1.15K Hold
204
– – ﹤0.01% 3696
2025
Q1 		$547 Buy
+204
New +$496 ﹤0.01% 3427
2024
Q4 		– Sell
-54
Closed -$103 – 3766
2024
Q3 		$103 Sell
54
-68
-56% -$93 ﹤0.01% 2979
2024
Q2 		$134 Buy
+122
New +$135 ﹤0.01% 2987

Other funds holding CURI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return