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Benjamin Edwards Inc’s GCM Grosvenor GCMG Stock Holding History

Benjamin Edwards Inc’s Portfolio GCMG Stock Details GCMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,410
Closed -$40K – 727
2023
Q4 		$40K Buy
4,410
+39
+0.9% +$325 0.01% 486
2023
Q3 		$34K Buy
4,371
+13
+0.3% +$101 0.01% 488
2023
Q2 		$33K Buy
+4,358
New +$32.5K 0.01% 493

Other funds holding GCMG

CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Benjamin Edwards Inc's GCMG Position: Q1 2024 in Review

Benjamin Edwards Inc sold out of GCM Grosvenor (GCMG) in Q1 2024, closing a stake of 4,410 shares — an estimated $40K sold.

Benjamin Edwards Inc first reported a position in GCMG in Q2 2023 and held it in 3 quarters. The position peaked at $40K in Q4 2023. 93 funds tracked by Wall St. Rank hold GCMG as of Q1 2024.

  • Benjamin Edwards Inc reported no remaining GCM Grosvenor position as of Q1 2024 after selling out during the quarter.
  • Benjamin Edwards Inc sold 4,410 GCM Grosvenor shares in Q1 2024, an estimated $40K.
  • Benjamin Edwards Inc first reported a position in GCM Grosvenor in Q2 2023 and held it in 3 quarters.
  • Benjamin Edwards Inc's GCM Grosvenor position peaked at $40K in Q4 2023.
  • 93 funds tracked by Wall St. Rank held GCM Grosvenor as of Q1 2024.

Based on Benjamin Edwards Inc's 13F filing for Q1 2024, filed 29 Apr 2024.