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Artemis Wealth Advisors’s Graco GGG Stock Holding History

Artemis Wealth Advisors’s Portfolio GGG Stock Details GGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-470
Closed -$34.2K – 44
2023
Q3 		$34.2K Sell
470
-50
-10% -$3.95K 0.01% 53
2023
Q2 		$44.9K Sell
520
-5
-1% -$389 0.01% 36
2023
Q1 		$38.3K Sell
525
-27
-5% -$1.88K 0.01% 35
2022
Q4 		$37.1K Buy
552
+2
+0.4% +$133 0.01% 46
2022
Q3 		$33K Buy
550
+2
+0.4% +$128 0.01% 57
2022
Q2 		$32.6K Buy
548
+40
+8% +$2.52K 0.01% 81
2022
Q1 		$35.4K Sell
508
-12
-2% -$864 0.01% 43
2021
Q4 		$41.9K Buy
520
+27
+5% +$2.05K 0.01% 49
2021
Q3 		$34.5K Buy
493
+184
+60% +$14.1K ﹤0.01% 59
2021
Q2 		$23.4K Buy
309
+19
+7% +$1.43K ﹤0.01% 61
2021
Q1 		$20.8K Buy
+290
New +$20.6K ﹤0.01% 65

Other funds holding GGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Artemis Wealth Advisors's GGG Position: Q4 2023 in Review

Artemis Wealth Advisors sold out of Graco (GGG) in Q4 2023, closing a stake of 470 shares — an estimated $34.2K sold.

Artemis Wealth Advisors first reported a position in GGG in Q1 2021 and held it in 11 quarters. The position peaked at $44.9K in Q2 2023. 632 funds tracked by Wall St. Rank hold GGG as of Q4 2023.

  • Artemis Wealth Advisors reported no remaining Graco position as of Q4 2023 after selling out during the quarter.
  • Artemis Wealth Advisors sold 470 Graco shares in Q4 2023, an estimated $34.2K.
  • Artemis Wealth Advisors first reported a position in Graco in Q1 2021 and held it in 11 quarters.
  • Artemis Wealth Advisors's Graco position peaked at $44.9K in Q2 2023.
  • 632 funds tracked by Wall St. Rank held Graco as of Q4 2023.

Based on Artemis Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.