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Money Concepts Capital’s CuriosityStream CURI Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-716
Closed -$816 – 980
2022
Q4 		$816 Buy
+716
New +$930 ﹤0.01% 2919
2022
Q2 		– Sell
-200
Closed -$1K – 1668
2022
Q1 		$1K Buy
+200
New +$802 ﹤0.01% 2547

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DFG
Delta Financial Group Basking Ridge, New Jersey $438M AUM 19.29% 1-Year Est. Return

Money Concepts Capital's CURI Position: Q1 2023 in Review

Money Concepts Capital sold out of CuriosityStream (CURI) in Q1 2023, closing a stake of 716 shares — an estimated $816 sold.

Money Concepts Capital first reported a position in CURI in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 44 funds tracked by Wall St. Rank hold CURI as of Q1 2023.

  • Money Concepts Capital reported no remaining CuriosityStream position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 716 CuriosityStream shares in Q1 2023, an estimated $816.
  • Money Concepts Capital first reported a position in CuriosityStream in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's CuriosityStream position peaked at $1K in Q1 2022.
  • 44 funds tracked by Wall St. Rank held CuriosityStream as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.