Fairhaven Wealth Management’s Gritstone bio, Inc. Common Stock GRTS Stock Holding History

Fairhaven Wealth Management’s Portfolio GRTS Stock Details GRTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-20,619	Closed	-$12K	–	132
2024 Q3	$12K	Buy	20,619 +8,619	+72%	+$4.83K	﹤0.01%	128
2024 Q2	$7.42K	Hold	12,000	–	–	﹤0.01%	120
2024 Q1	$30.8K	Hold	12,000	–	–	0.01%	123
2023 Q4	$24.5K	Hold	12,000	–	–	0.01%	119
2023 Q3	$20.6K	Hold	12,000	–	–	0.01%	117
2023 Q2	$23.4K	Buy	+12,000	New	+$28.1K	0.01%	122

Other funds holding GRTS

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Fairhaven Wealth Management's GRTS Position: Q4 2024 in Review

Fairhaven Wealth Management sold out of Gritstone bio, Inc. Common Stock (GRTS) in Q4 2024, closing a stake of 20,619 shares — an estimated $12K sold.

Fairhaven Wealth Management first reported a position in GRTS in Q2 2023 and held it in 6 quarters. The position peaked at $30.8K in Q1 2024. 6 funds tracked by Wall St. Rank hold GRTS as of Q4 2024.

Fairhaven Wealth Management reported no remaining Gritstone bio, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
Fairhaven Wealth Management sold 20,619 Gritstone bio, Inc. Common Stock shares in Q4 2024, an estimated $12K.
Fairhaven Wealth Management first reported a position in Gritstone bio, Inc. Common Stock in Q2 2023 and held it in 6 quarters.
Fairhaven Wealth Management's Gritstone bio, Inc. Common Stock position peaked at $30.8K in Q1 2024.
6 funds tracked by Wall St. Rank held Gritstone bio, Inc. Common Stock as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.