Evoke Wealth’s CuriosityStream CURI Stock Holding History

Evoke Wealth’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
2022 Q2	–	Sell	-636	Closed	-$2K	–	1188
2022 Q1	$2K	Buy	+636	New	+$2.55K	﹤0.01%	1031

Other funds holding CURI

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

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

Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return

Evoke Wealth's CURI Position: Q2 2022 in Review

Evoke Wealth sold out of CuriosityStream (CURI) in Q2 2022, closing a stake of 636 shares — an estimated $2K sold.

Evoke Wealth first reported a position in CURI in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 66 funds tracked by Wall St. Rank hold CURI as of Q2 2022.

Evoke Wealth reported no remaining CuriosityStream position as of Q2 2022 after selling out during the quarter.
Evoke Wealth sold 636 CuriosityStream shares in Q2 2022, an estimated $2K.
Evoke Wealth first reported a position in CuriosityStream in Q1 2022 and held it in 1 quarter.
Evoke Wealth's CuriosityStream position peaked at $2K in Q1 2022.
66 funds tracked by Wall St. Rank held CuriosityStream as of Q2 2022.

Based on Evoke Wealth's 13F filing for Q2 2022, filed 4 Aug 2022.