Financial Architects (New Jersey)’s Graco GGG Stock Holding History

Financial Architects (New Jersey)’s Portfolio GGG Stock Details GGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-196	Closed	-$10K	–	874
2019 Q4	$10K	Hold	196	–	–	﹤0.01%	676
2019 Q3	$9K	Sell	196 -110	-36%	-$5.2K	﹤0.01%	738
2019 Q2	$15K	Hold	306	–	–	﹤0.01%	790
2019 Q1	$15K	Hold	306	–	–	﹤0.01%	980
2018 Q4	$13K	Hold	306	–	–	﹤0.01%	930
2018 Q3	$14K	Hold	306	–	–	﹤0.01%	1017
2018 Q2	$14K	Hold	306	–	–	﹤0.01%	901
2018 Q1	$14K	Sell	306 -72	-19%	-$3.29K	﹤0.01%	981
2017 Q4	$17K	Buy	378 +72	+24%	+$3.12K	﹤0.01%	1012
2017 Q3	$13K	Hold	306	–	–	﹤0.01%	1063
2017 Q2	$11K	Hold	306	–	–	﹤0.01%	1109
2017 Q1	$10K	Hold	306	–	–	﹤0.01%	1134
2016 Q4	$8K	Buy	+306	New	+$8.04K	﹤0.01%	1055
2016 Q2	–	Sell	-450	Closed	-$13K	–	1450
2016 Q1	$13K	Buy	+450	New	+$11.2K	﹤0.01%	685
2015 Q3	–	Sell	-201	Closed	-$5K	–	484
2015 Q2	$5K	Hold	201	–	–	﹤0.01%	948
2015 Q1	$5K	Hold	201	–	–	﹤0.01%	876
2014 Q4	$5K	Buy	+201	New	+$5.17K	﹤0.01%	829

Other funds holding GGG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return