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Kestra Private Wealth Services’s Curis CRIS Stock Holding History

Kestra Private Wealth Services’s Portfolio CRIS Stock Details CRIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-94
Closed -$31.4K – 1179
2023
Q2 		$31.4K Hold
94
– – ﹤0.01% 1060
2023
Q1 		$22.5K Hold
94
– – ﹤0.01% 1037
2022
Q4 		$20.8K Sell
94
-8
-8% -$2.35K ﹤0.01% 884
2022
Q3 		$29K Buy
102
+8
+9% +$3.23K ﹤0.01% 877
2022
Q2 		$37K Hold
94
– – ﹤0.01% 883
2022
Q1 		$90K Hold
94
– – ﹤0.01% 937
2021
Q4 		$180K Sell
94
-12
-11% -$28.5K 0.01% 926
2021
Q3 		$333K Hold
106
– – 0.02% 660
2021
Q2 		$343K Hold
106
– – 0.02% 622
2021
Q1 		$482K Buy
+106
New +$443K 0.03% 460

Other funds holding CRIS

MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
MCM
M28 Capital Management Stamford, Connecticut $53.8M AUM 28.63% 1-Year Est. Return
KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestra Private Wealth Services's CRIS Position: Q3 2023 in Review

Kestra Private Wealth Services sold out of Curis (CRIS) in Q3 2023, closing a stake of 94 shares — an estimated $31.4K sold.

Kestra Private Wealth Services first reported a position in CRIS in Q1 2021 and held it in 10 quarters. The position peaked at $482K in Q1 2021. 31 funds tracked by Wall St. Rank hold CRIS as of Q3 2023.

  • Kestra Private Wealth Services reported no remaining Curis position as of Q3 2023 after selling out during the quarter.
  • Kestra Private Wealth Services sold 94 Curis shares in Q3 2023, an estimated $31.4K.
  • Kestra Private Wealth Services first reported a position in Curis in Q1 2021 and held it in 10 quarters.
  • Kestra Private Wealth Services's Curis position peaked at $482K in Q1 2021.
  • 31 funds tracked by Wall St. Rank held Curis as of Q3 2023.

Based on Kestra Private Wealth Services's 13F filing for Q3 2023, filed 8 Nov 2023.