BFG
GRFX

Berger Financial Group’s Graphex Group GRFX Stock Holding History

Berger Financial Group’s Portfolio GRFX Stock Details GRFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,000
Closed -$4.67K – 367
2024
Q1 		$4.67K Buy
+3,000
New +$8.78K ﹤0.01% 361

Other funds holding GRFX

BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Berger Financial Group's GRFX Position: Q2 2024 in Review

Berger Financial Group sold out of Graphex Group (GRFX) in Q2 2024, closing a stake of 3,000 shares — an estimated $4.67K sold.

Berger Financial Group first reported a position in GRFX in Q1 2024 and held it in 1 quarter. The position peaked at $4.67K in Q1 2024. 5 funds tracked by Wall St. Rank hold GRFX as of Q2 2024.

  • Berger Financial Group reported no remaining Graphex Group position as of Q2 2024 after selling out during the quarter.
  • Berger Financial Group sold 3,000 Graphex Group shares in Q2 2024, an estimated $4.67K.
  • Berger Financial Group first reported a position in Graphex Group in Q1 2024 and held it in 1 quarter.
  • Berger Financial Group's Graphex Group position peaked at $4.67K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held Graphex Group as of Q2 2024.

Based on Berger Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.