Curated Wealth Partners LLC Closed Holding Positions

Curated Wealth Partners LLC

  • $769 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
UPS
United Parcel Service Inc

Industrials
Q2 2022 Filed on Jul 27, 2022
1,032
$167.39 - $206.64 $173K - $213K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q2 2022 Filed on Jul 27, 2022
1,954
$90.33 - $132.7 $177K - $259K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q2 2022 Filed on Jul 27, 2022
794
$229.13 - $278.62 $182K - $221K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
Q2 2022 Filed on Jul 27, 2022
11,585
$5.34 - $6.31 $61.9K - $73.1K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q2 2022 Filed on Jul 27, 2022
12,211
$58.47 - $66.38 $714K - $811K
UBS
Ubs Group Ag

Financial Services
Q2 2022 Filed on Jul 27, 2022
12,494
$15.58 - $19.96 $195K - $249K
UL
Unilever PLC

Consumer Defensive
Q2 2022 Filed on Jul 27, 2022
5,730
$43.05 - $48.33 $247K - $277K
VFC
V F Corp

Consumer Cyclical
Q2 2022 Filed on Jul 27, 2022
7,081
$44.17 - $57.68 $313K - $408K
WY
Weyerhaeuser CO

Real Estate
Q2 2022 Filed on Jul 27, 2022
7,246
$32.77 - $42.22 $237K - $306K
D
Dominion Energy, Inc

Utilities
Q2 2022 Filed on Jul 27, 2022
3,125
$73.41 - $88.38 $229K - $276K
LHX
L3 Harris Technologies, Inc.

Industrials
Q2 2022 Filed on Jul 27, 2022
1,104
$221.57 - $260.8 $245K - $288K
SHW
Sherwin Williams CO

Basic Materials
Q2 2022 Filed on Jul 27, 2022
790
$218.95 - $282.53 $173K - $223K
Zynga Inc
Q2 2022 Filed on Jul 27, 2022
19,339
N/A
IWM
Ishares Russell 2000 ETF

ETFs
Q2 2022 Filed on Jul 27, 2022
7,507
$163.9 - $207.91 $1.23M - $1.56M
SBUX
Starbucks Corp

Consumer Cyclical
Q2 2022 Filed on Jul 27, 2022
1,706
$69.9 - $91.49 $119K - $156K
HON
Honeywell International Inc

Industrials
Q2 2022 Filed on Jul 27, 2022
1,287
$173.2 - $205.85 $223K - $265K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q2 2022 Filed on Jul 27, 2022
4,786
$71.75 - $98.22 $343K - $470K
Aspen Technology Inc
Q2 2022 Filed on Jul 27, 2022
3,765
N/A
PSA
Public Storage

Real Estate
Q2 2022 Filed on Jul 27, 2022
820
$297.48 - $419.9 $244K - $344K
CHTR
Charter Communications, Inc.

Communication Services
Q2 2022 Filed on Jul 27, 2022
483
$415.35 - $562.4 $201K - $272K
CTSH
Cognizant Technology Solutions Corp

Technology
Q2 2022 Filed on Jul 27, 2022
7,490
$65.79 - $90.02 $493K - $674K
CMCSA
Comcast Corp

Communication Services
Q2 2022 Filed on Jul 27, 2022
7,312
$37.91 - $48.11 $277K - $352K
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Jul 27, 2022
4,698
$93.29 - $138.58 $438K - $651K
BWA
Borgwarner Inc

Consumer Cyclical
Q2 2022 Filed on Jul 27, 2022
5,345
$32.95 - $40.32 $176K - $216K
FIS
Fidelity National Information Services, Inc.

Technology
Q2 2022 Filed on Jul 27, 2022
3,216
$90.7 - $106.19 $292K - $342K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 27, 2022
13,885
$9.74 - $14.9 $135K - $207K
Apollo Global Mgmt Inc
Q1 2022 Filed on Apr 28, 2022
167,661
N/A
SNA
Snap On Inc

Industrials
Q4 2021 Filed on Feb 03, 2022
966
$202.03 - $228.02 $195K - $220K
GILD
Gilead Sciences, Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
3,368
$64.88 - $73.64 $219K - $248K
FRC
First Republic Bank

Financial Services
Q4 2021 Filed on Feb 03, 2022
1,635
$196.19 - $221.91 $321K - $363K
IAA
Iaa, Inc.

Industrials
Q4 2021 Filed on Feb 03, 2022
8,500
$47.35 - $60.83 $402K - $517K
SLGG
Super League Gaming, Inc.

Communication Services
Q3 2021 Filed on Nov 08, 2021
25,000
$3.03 - $5.25 $75.8K - $131K
MET
Metlife Inc

Financial Services
Q3 2021 Filed on Nov 08, 2021
4,189
$55.86 - $63.61 $234K - $266K
MFC
Manulife Financial Corp

Financial Services
Q3 2021 Filed on Nov 08, 2021
12,912
$18.46 - $20.45 $238K - $264K
General Electric CO
Q3 2021 Filed on Nov 08, 2021
28,976
N/A
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q3 2021 Filed on Nov 08, 2021
23,414
$5.98 - $6.71 $140K - $157K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Nov 08, 2021
2,210
$145.08 - $221.87 $321K - $490K
MS
Morgan Stanley

Financial Services
Q3 2021 Filed on Nov 08, 2021
3,198
$87.64 - $105.45 $280K - $337K
KMB
Kimberly Clark Corp

Consumer Defensive
Q2 2021 Filed on Aug 11, 2021
1,994
$128.69 - $142.39 $257K - $284K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q2 2021 Filed on Aug 11, 2021
3,786
$51.18 - $63.61 $194K - $241K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q2 2021 Filed on Aug 11, 2021
10,700
$48.18 - $48.51 $516K - $519K
ABB
Abb LTD

Industrials
Q1 2021 Filed on May 14, 2021
14,430
$28.27 - $31.59 $408K - $456K
TJX
Tjx Companies Inc

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
5,919
$62.55 - $70.23 $370K - $416K
Texas Pac Ld Tr
Q1 2021 Filed on May 14, 2021
1,690
N/A
AIMC
Altra Industrial Motion Corp.

Industrials
Q1 2021 Filed on May 14, 2021
20,250
$51.41 - $65.43 $1.04M - $1.32M
POOL
Pool Corp

Industrials
Q1 2021 Filed on May 14, 2021
1,748
$314.43 - $390.99 $550K - $683K
TWTR
Twitter, Inc.

Communication Services
Q1 2021 Filed on May 14, 2021
23,117
$45.18 - $77.63 $1.04M - $1.79M
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