WAS
CURI icon

Winch Advisory Services’s CuriosityStream CURI Stock Holding History

Winch Advisory Services’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
Q3 		– Sell
-217
Closed -$3K – 490
2021
Q2 		$3K Buy
+217
New +$2.8K ﹤0.01% 374

Other funds holding CURI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Winch Advisory Services's CURI Position: Q3 2021 in Review

Winch Advisory Services sold out of CuriosityStream (CURI) in Q3 2021, closing a stake of 217 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in CURI in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 97 funds tracked by Wall St. Rank hold CURI as of Q3 2021.

  • Winch Advisory Services reported no remaining CuriosityStream position as of Q3 2021 after selling out during the quarter.
  • Winch Advisory Services sold 217 CuriosityStream shares in Q3 2021, an estimated $3K.
  • Winch Advisory Services first reported a position in CuriosityStream in Q2 2021 and held it in 1 quarter.
  • Winch Advisory Services's CuriosityStream position peaked at $3K in Q2 2021.
  • 97 funds tracked by Wall St. Rank held CuriosityStream as of Q3 2021.

Based on Winch Advisory Services's 13F filing for Q3 2021, filed 10 Nov 2021.