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Joseph P. Lucia & Associates’s CuriosityStream CURI Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-326
Closed -$1K – 169
2022
Q2 		$1K Hold
326
– – ﹤0.01% 408
2022
Q1 		$1K Buy
+326
New +$1.31K ﹤0.01% 420

Other funds holding CURI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Joseph P. Lucia & Associates's CURI Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of CuriosityStream (CURI) in Q3 2022, closing a stake of 326 shares — an estimated $1K sold.

Joseph P. Lucia & Associates first reported a position in CURI in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 55 funds tracked by Wall St. Rank hold CURI as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining CuriosityStream position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 326 CuriosityStream shares in Q3 2022, an estimated $1K.
  • Joseph P. Lucia & Associates first reported a position in CuriosityStream in Q1 2022 and held it in 2 quarters.
  • Joseph P. Lucia & Associates's CuriosityStream position peaked at $1K in Q2 2022.
  • 55 funds tracked by Wall St. Rank held CuriosityStream as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.