TCI Wealth Advisors’s CuriosityStream CURI Stock Holding History

TCI Wealth Advisors’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 Q2	–	Sell	-50	Closed	-$68	–	683
2023 Q1	$68	Hold	50	–	–	﹤0.01%	2431
2022 Q4	$57	Hold	50	–	–	﹤0.01%	2427
2022 Q3	$0	Hold	50	–	–	﹤0.01%	2306
2022 Q2	$0	Sell	50 -1,237	-96%	-$2.5K	﹤0.01%	2320
2022 Q1	$4K	Buy	1,287 +1,237	+2,474%	+$4.96K	﹤0.01%	1681
2021 Q4	$0	Hold	50	–	–	﹤0.01%	2336
2021 Q3	$1K	Hold	50	–	–	﹤0.01%	2248
2021 Q2	$1K	Buy	+50	New	+$646	﹤0.01%	2191

Other funds holding CURI

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

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SOA

Sea Otter Advisors Miami, Florida $1.78M AUM 2.28% 1-Year Est. Return

DFG

Delta Financial Group Basking Ridge, New Jersey $438M AUM 19.29% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TCI Wealth Advisors's CURI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of CuriosityStream (CURI) in Q2 2023, closing a stake of 50 shares — an estimated $68 sold.

TCI Wealth Advisors first reported a position in CURI in Q2 2021 and held it in 8 quarters. The position peaked at $4K in Q1 2022. 37 funds tracked by Wall St. Rank hold CURI as of Q2 2023.

TCI Wealth Advisors reported no remaining CuriosityStream position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 50 CuriosityStream shares in Q2 2023, an estimated $68.
TCI Wealth Advisors first reported a position in CuriosityStream in Q2 2021 and held it in 8 quarters.
TCI Wealth Advisors's CuriosityStream position peaked at $4K in Q1 2022.
37 funds tracked by Wall St. Rank held CuriosityStream as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.