Curi Wealth Management
Latest statistics and disclosures from Curi Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Amr, and represent % of Curi Wealth Management's stock portfolio.
- Added to shares of these 1 stock: Amr.
- Started 1 new stock position in Amr.
- Reduced shares in these 10 stocks: SCHX (-$71M), IVV (-$65M), SHY (-$48M), SCHM (-$25M), EMXC (-$22M), IJH (-$21M), IEI (-$20M), SCHF (-$20M), MSFT (-$19M), SGOV (-$17M).
- Sold out of its positions in T, ABT, ABBV, ADBE, GOOG, GOOGL, MO, AMZN, AMGN, ADI.
- Curi Wealth Management was a net seller of stock by $-724M.
- Central Index Key (CIK): 0001851184
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Portfolio Holdings for Curi Wealth Management
Curi Wealth Management holds 1 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| N/a N/a | 0.0 | $0 | NEW | 0 | 0.00 |
|
Past Filings by Curi Wealth Management
SEC 13F filings are viewable for Curi Wealth Management going back to 2020
- Curi Wealth Management 2024 Q1 filed May 15, 2024
- Curi Wealth Management 2023 Q4 filed Feb. 8, 2024
- Curi Wealth Management 2023 Q3 filed Nov. 6, 2023
- Curi Wealth Management 2023 Q2 filed July 31, 2023
- Curi Wealth Management 2023 Q1 filed May 3, 2023
- Curi Wealth Management 2022 Q4 filed Feb. 3, 2023
- Curi Wealth Management 2022 Q3 filed Nov. 8, 2022
- Curi Wealth Management 2022 Q2 filed Aug. 8, 2022
- Curi Wealth Management 2022 Q1 filed May 6, 2022
- Curi Wealth Management 2021 Q4 filed Feb. 9, 2022
- Curi Wealth Management 2021 Q3 filed Oct. 19, 2021
- Curi Wealth Management 2021 Q2 filed July 23, 2021
- Curi Wealth Management 2021 Q1 filed April 29, 2021
- Curi Wealth Management 2020 Q4 filed March 19, 2021