PWPS
CURO

Pinnacle Wealth Planning Services’s CURO Group Holdings Corp. CURO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CURO Stock Details CURO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,069
Closed -$39.3K – 512
2022
Q4 		$39.3K Buy
+11,069
New +$42.2K 0.01% 439

Other funds holding CURO

OCP
OCO Capital Partners New York $408M AUM 141.9% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pinnacle Wealth Planning Services's CURO Position: Q1 2023 in Review

Pinnacle Wealth Planning Services sold out of CURO Group Holdings Corp. (CURO) in Q1 2023, closing a stake of 11,069 shares — an estimated $39.3K sold.

Pinnacle Wealth Planning Services first reported a position in CURO in Q4 2022 and held it in 1 quarter. The position peaked at $39.3K in Q4 2022. 64 funds tracked by Wall St. Rank hold CURO as of Q1 2023.

  • Pinnacle Wealth Planning Services reported no remaining CURO Group Holdings Corp. position as of Q1 2023 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 11,069 CURO Group Holdings Corp. shares in Q1 2023, an estimated $39.3K.
  • Pinnacle Wealth Planning Services first reported a position in CURO Group Holdings Corp. in Q4 2022 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's CURO Group Holdings Corp. position peaked at $39.3K in Q4 2022.
  • 64 funds tracked by Wall St. Rank held CURO Group Holdings Corp. as of Q1 2023.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2023, filed 3 May 2023.