Marcum Wealth’s Curis CRIS Stock Holding History

Marcum Wealth’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	-50	Closed	-$16.6K	–	381
2023 Q2	$16.6K	Hold	50	–	–	﹤0.01%	357
2023 Q1	$11.9K	Hold	50	–	–	﹤0.01%	381
2022 Q4	$11K	Hold	50	–	–	﹤0.01%	371
2022 Q3	$14K	Buy	50 +25	+100%	+$10.1K	﹤0.01%	357
2022 Q2	$10K	Buy	+25	New	+$10.4K	﹤0.01%	370

Other funds holding CRIS

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

Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

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

Marcum Wealth's CRIS Position: Q3 2023 in Review

Marcum Wealth sold out of Curis (CRIS) in Q3 2023, closing a stake of 50 shares — an estimated $16.6K sold.

Marcum Wealth first reported a position in CRIS in Q2 2022 and held it in 5 quarters. The position peaked at $16.6K in Q2 2023. 31 funds tracked by Wall St. Rank hold CRIS as of Q3 2023.

Marcum Wealth reported no remaining Curis position as of Q3 2023 after selling out during the quarter.
Marcum Wealth sold 50 Curis shares in Q3 2023, an estimated $16.6K.
Marcum Wealth first reported a position in Curis in Q2 2022 and held it in 5 quarters.
Marcum Wealth's Curis position peaked at $16.6K in Q2 2023.
31 funds tracked by Wall St. Rank held Curis as of Q3 2023.

Based on Marcum Wealth's 13F filing for Q3 2023, filed 10 Oct 2023.