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Renasant shares owned by Curi Wealth Management

Quarter-by-quarter ownership of Renasant (RNST) shares owned by Curi Wealth Management from 13F filings

Historical chart of Curi Wealth Management investment in Renasant

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All positions including Renasant held by Curi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Renasant by Curi Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $240k 7.1k 33.68
2023-03-31 $216k 7.1k 30.58

More positions owned by Curi Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
JPMorgan Chase & Co. (JPM)
Applied Materials (AMAT)
Ishares Tr Core Msci Eafe (IEFA)
Mastercard Incorporated Cl A (MA)
Visa Com Cl A (V)

View all positions for Curi Wealth Management

Top funds holding Renasant

Vanguard Group
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Bank of New York Mellon
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Chartwell Investment Partners
New York State Common Retirement Fund
Fisher Investments
Principal Financial Group
Peregrine Capital Management

View all funds holding Renasant