BlackRock shares owned by Curi Wealth Management
Quarter-by-quarter ownership of BlackRock (BLK) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management investment in BlackRock
Tip: Access up to 7 years of quarterly data
All positions including BlackRock held by Curi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in BlackRock by Curi Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $431k | 531 | 811.51 |
2023-09-30 | $356k | 550 | 647.03 |
2023-06-30 | $418k | 604 | 691.54 |
2023-03-31 | $875k | 1.3k | 668.92 |
2022-12-31 | $923k | 1.3k | 708.53 |
2022-09-30 | $717k | 1.3k | 550.27 |
2022-06-30 | $182k | 299 | 608.70 |
2022-03-31 | $208k | 272 | 764.71 |
2021-12-31 | $250k | 273 | 915.75 |
2020-12-31 | $147k | 205 | 717.07 |