Berman Capital Advisors’s Grifois GRFS Stock Holding History

Berman Capital Advisors’s Portfolio GRFS Stock Details GRFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$2K	Sell	196 -7	-3%	-$106	﹤0.01%	1692
2021 Q2	$3K	Buy	203 +46	+29%	+$824	﹤0.01%	1490
2021 Q1	$2K	Buy	157 +37	+31%	+$639	﹤0.01%	1514
2020 Q4	$2K	Buy	120 +64	+114%	+$1.19K	﹤0.01%	1404
2020 Q3	$0	Sell	56 -85	-60%	-$1.5K	﹤0.01%	1662
2020 Q2	$2K	Buy	141 +53	+60%	+$1.05K	﹤0.01%	1272
2020 Q1	$1K	Buy	88 +75	+577%	+$1.68K	﹤0.01%	1300
2019 Q4	$0	Hold	13	–	–	﹤0.01%	1494
2019 Q3	$0	Buy	+13	New	+$279	﹤0.01%	1490

Other funds holding GRFS

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Berman Capital Advisors's GRFS Position: Q3 2021 in Review

Berman Capital Advisors reduced its Grifois (GRFS) stake by 3.4% in Q3 2021, selling an estimated $106 and leaving 196 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1692.

Berman Capital Advisors first reported a position in GRFS in Q3 2019 and has held it in 9 quarters since. The position peaked at $3K in Q2 2021. 140 funds tracked by Wall St. Rank hold GRFS as of Q3 2021.

Berman Capital Advisors held 196 shares of Grifois worth $2K as of Q3 2021.
Berman Capital Advisors sold 7 Grifois shares in Q3 2021, an estimated $106.
Grifois made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1692 holding.
Berman Capital Advisors first reported a position in Grifois in Q3 2019 and has held it in 9 quarters since.
Berman Capital Advisors's Grifois position peaked at $3K in Q2 2021.
140 funds tracked by Wall St. Rank held Grifois as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.