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GYL Financial Synergies’s CuriosityStream CURI Stock Holding History

GYL Financial Synergies’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
2024
Q3 		$34.4K Buy
18,000
+1,568
+10% +$2.14K ﹤0.01% 361
2024
Q2 		$18.7K Buy
+16,432
New +$18.2K ﹤0.01% 365

Other funds holding CURI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $302M AUM 117.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

GYL Financial Synergies's CURI Position: Q3 2024 in Review

GYL Financial Synergies increased its CuriosityStream (CURI) stake by 9.5% in Q3 2024, buying an estimated $2.14K and bringing the position to 18,000 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

GYL Financial Synergies first reported a position in CURI in Q2 2024 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold CURI as of Q3 2024.

  • GYL Financial Synergies held 18,000 shares of CuriosityStream worth $34.4K as of Q3 2024.
  • GYL Financial Synergies bought 1,568 CuriosityStream shares in Q3 2024, an estimated $2.14K.
  • CuriosityStream made up ﹤0.01% of GYL Financial Synergies's portfolio in Q3 2024, its #361 holding.
  • GYL Financial Synergies first reported a position in CuriosityStream in Q2 2024 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held CuriosityStream as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.