Arkadios Wealth Advisors’s Grifois GRFS Stock Holding History

Arkadios Wealth Advisors’s Portfolio GRFS Stock Details GRFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,718	Closed	-$25K	–	1067
2021 Q3	$25K	Buy	1,718 +760	+79%	+$11.5K	﹤0.01%	1124
2021 Q2	$16K	Buy	958 +289	+43%	+$5.18K	﹤0.01%	1376
2021 Q1	$11K	Buy	669 +619	+1,238%	+$10.7K	﹤0.01%	1155
2020 Q4	$0	Buy	+50	New	+$927	﹤0.01%	1401
2020 Q2	–	Sell	-769	Closed	-$15.5K	–	1024
2020 Q1	$15.5K	Sell	769 -77	-9%	-$1.73K	0.01%	540
2019 Q4	$20.6K	Buy	+846	New	+$18.4K	0.01%	451

Other funds holding GRFS

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Arkadios Wealth Advisors's GRFS Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Grifois (GRFS) in Q4 2021, closing a stake of 1,718 shares — an estimated $25K sold.

Arkadios Wealth Advisors first reported a position in GRFS in Q4 2019 and held it in 6 quarters. The position peaked at $25K in Q3 2021. 131 funds tracked by Wall St. Rank hold GRFS as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Grifois position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,718 Grifois shares in Q4 2021, an estimated $25K.
Arkadios Wealth Advisors first reported a position in Grifois in Q4 2019 and held it in 6 quarters.
Arkadios Wealth Advisors's Grifois position peaked at $25K in Q3 2021.
131 funds tracked by Wall St. Rank held Grifois as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.