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Avalon Investment & Advisory’s Granite Ridge Resources GRNT Stock Holding History

Avalon Investment & Advisory’s Portfolio GRNT Stock Details GRNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$91.4K Hold
15,572
– – ﹤0.01% 307
2022
Q4 		$141K Buy
+15,572
New +$141K ﹤0.01% 311

Other funds holding GRNT

HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Avalon Investment & Advisory's GRNT Position: Q1 2023 in Review

Avalon Investment & Advisory held its Granite Ridge Resources (GRNT) position steady in Q1 2023 at 15,572 shares worth $91.4K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Avalon Investment & Advisory first reported a position in GRNT in Q4 2022 and has held it in 2 quarters since. The position peaked at $141K in Q4 2022. 30 funds tracked by Wall St. Rank hold GRNT as of Q1 2023.

  • Avalon Investment & Advisory held 15,572 shares of Granite Ridge Resources worth $91.4K as of Q1 2023.
  • Avalon Investment & Advisory left its Granite Ridge Resources share count unchanged in Q1 2023.
  • Granite Ridge Resources made up ﹤0.01% of Avalon Investment & Advisory's portfolio in Q1 2023, its #307 holding.
  • Avalon Investment & Advisory first reported a position in Granite Ridge Resources in Q4 2022 and has held it in 2 quarters since.
  • Avalon Investment & Advisory's Granite Ridge Resources position peaked at $141K in Q4 2022.
  • 30 funds tracked by Wall St. Rank held Granite Ridge Resources as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.