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Next Financial Group’s CuriosityStream CURI Stock Holding History

Next Financial Group’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
2021
Q4 		$158K Buy
26,592
+8,790
+49% +$74.1K 0.01% 987
2021
Q3 		$188K Buy
17,802
+6,159
+53% +$72.5K 0.01% 866
2021
Q2 		$159K Buy
+11,643
New +$150K 0.01% 913

Other funds holding CURI

TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Next Financial Group's CURI Position: Q4 2021 in Review

Next Financial Group increased its CuriosityStream (CURI) stake by 49% in Q4 2021, buying an estimated $74.1K and bringing the position to 26,592 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #987.

Next Financial Group first reported a position in CURI in Q2 2021 and has held it in 3 quarters since. The position peaked at $188K in Q3 2021. 98 funds tracked by Wall St. Rank hold CURI as of Q4 2021.

  • Next Financial Group held 26,592 shares of CuriosityStream worth $158K as of Q4 2021.
  • Next Financial Group bought 8,790 CuriosityStream shares in Q4 2021, an estimated $74.1K.
  • CuriosityStream made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #987 holding.
  • Next Financial Group first reported a position in CuriosityStream in Q2 2021 and has held it in 3 quarters since.
  • Next Financial Group's CuriosityStream position peaked at $188K in Q3 2021.
  • 98 funds tracked by Wall St. Rank held CuriosityStream as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.