Atlas Wealth’s Eagle Capital Growth Fund GRF Stock Holding History

Atlas Wealth’s Portfolio GRF Stock Details GRF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10,903	Closed	-$102K	–	110
2024 Q2	$102K	Buy	+10,903	New	+$102K	0.01%	204

Other funds holding GRF

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Atlas Wealth's GRF Position: Q3 2024 in Review

Atlas Wealth sold out of Eagle Capital Growth Fund (GRF) in Q3 2024, closing a stake of 10,903 shares — an estimated $102K sold.

Atlas Wealth first reported a position in GRF in Q2 2024 and held it in 1 quarter. The position peaked at $102K in Q2 2024. 10 funds tracked by Wall St. Rank hold GRF as of Q3 2024.

Atlas Wealth reported no remaining Eagle Capital Growth Fund position as of Q3 2024 after selling out during the quarter.
Atlas Wealth sold 10,903 Eagle Capital Growth Fund shares in Q3 2024, an estimated $102K.
Atlas Wealth first reported a position in Eagle Capital Growth Fund in Q2 2024 and held it in 1 quarter.
Atlas Wealth's Eagle Capital Growth Fund position peaked at $102K in Q2 2024.
10 funds tracked by Wall St. Rank held Eagle Capital Growth Fund as of Q3 2024.

Based on Atlas Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.