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IFP Advisors’s CuriosityStream CURI Stock Holding History

IFP 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 		$326 Hold
110
– – ﹤0.01% 4516
2025
Q4 		$418 Buy
110
+99
+900% +$441 ﹤0.01% 4331
2025
Q3 		$58 Buy
+11
New +$51 ﹤0.01% 4638
2023
Q3 		– Sell
-264
Closed -$246 – 3352
2023
Q2 		$246 Hold
264
– – ﹤0.01% 3292
2023
Q1 		$2.96K Sell
264
-3,000
-92% -$4.76K ﹤0.01% 2770
2022
Q4 		$37K Buy
3,264
+39
+1% +$51 ﹤0.01% 2436
2022
Q3 		$37K Hold
3,225
– – ﹤0.01% 2613
2022
Q2 		$37K Hold
3,225
– – ﹤0.01% 2371
2022
Q1 		$37K Buy
+3,225
New +$12.9K ﹤0.01% 2371
2021
Q3 		– Sell
-4,036
Closed -$57K – 3639
2021
Q2 		$57K Sell
4,036
-2,393
-37% -$30.9K ﹤0.01% 1464
2021
Q1 		$86K Buy
+6,429
New +$111K ﹤0.01% 1227

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