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Benedetti & Gucer’s Research Frontiers REFR Stock Holding History

Benedetti & Gucer’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
2024
Q1 		$26K Sell
20,180
-13,960
-41% -$15.3K 0.01% 141
2023
Q4 		$34.5K Sell
34,140
-12,825
-27% -$13.3K 0.02% 138
2023
Q3 		$50.7K Hold
46,965
– – 0.03% 134
2023
Q2 		$75K Buy
46,965
+15,797
+51% +$25.5K 0.04% 145
2023
Q1 		$53K Buy
+31,168
New +$61.6K 0.03% 146

Other funds holding REFR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Benedetti & Gucer's REFR Position: Q1 2024 in Review

Benedetti & Gucer reduced its Research Frontiers (REFR) stake by 41% in Q1 2024, selling an estimated $15.3K and leaving 20,180 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #141.

Benedetti & Gucer first reported a position in REFR in Q1 2023 and has held it in 5 quarters since. The position peaked at $75K in Q2 2023. 34 funds tracked by Wall St. Rank hold REFR as of Q1 2024.

  • Benedetti & Gucer held 20,180 shares of Research Frontiers worth $26K as of Q1 2024.
  • Benedetti & Gucer sold 13,960 Research Frontiers shares in Q1 2024, an estimated $15.3K.
  • Research Frontiers made up 0.01% of Benedetti & Gucer's portfolio in Q1 2024, its #141 holding.
  • Benedetti & Gucer first reported a position in Research Frontiers in Q1 2023 and has held it in 5 quarters since.
  • Benedetti & Gucer's Research Frontiers position peaked at $75K in Q2 2023.
  • 34 funds tracked by Wall St. Rank held Research Frontiers as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.