Advisornet Financial’s Research Frontiers REFR Stock Holding History

Advisornet Financial’s Portfolio REFR Stock Details REFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-75	Closed	–	–	2014
2022 Q2	$0	Hold	75	–	–	﹤0.01%	2101
2022 Q1	$0	Hold	75	–	–	﹤0.01%	2169
2021 Q4	$0	Buy	+75	New	+$161	﹤0.01%	2124

Other funds holding REFR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Advisornet Financial's REFR Position: Q3 2022 in Review

Advisornet Financial sold out of Research Frontiers (REFR) in Q3 2022, closing a stake of 75 shares.

Advisornet Financial first reported a position in REFR in Q4 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 26 funds tracked by Wall St. Rank hold REFR as of Q3 2022.

Advisornet Financial reported no remaining Research Frontiers position as of Q3 2022 after selling out during the quarter.
Advisornet Financial sold 75 Research Frontiers shares in Q3 2022.
Advisornet Financial first reported a position in Research Frontiers in Q4 2021 and held it in 3 quarters.
Advisornet Financial's Research Frontiers position peaked at $0 in Q2 2022.
26 funds tracked by Wall St. Rank held Research Frontiers as of Q3 2022.

Based on Advisornet Financial's 13F filing for Q3 2022, filed 4 Oct 2022.