FGAM
CTO

Financial Gravity Asset Management’s CTO Realty Growth CTO Stock Holding History

Financial Gravity Asset Management’s Portfolio CTO Stock Details CTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$60K Buy
18
+3
+20% +$52 0.04% 543
2019
Q3 		$0 Hold
15
– – ﹤0.01% 1245
2019
Q2 		$0 Buy
15
+4
+36% +$65 ﹤0.01% 1300
2019
Q1 		$0 Buy
+11
New +$178 ﹤0.01% 1350
2018
Q3 		$2K Buy
99
+22
+29% +$372 ﹤0.01% 934
2018
Q2 		$1K Hold
77
– – ﹤0.01% 1124
2018
Q1 		$1K Buy
+77
New +$1.36K ﹤0.01% 1099

Other funds holding CTO

Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ICM
Intrepid Capital Management Jacksonville Beach, Florida $282M AUM 25.63% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Financial Gravity Asset Management's CTO Position: Q4 2019 in Review

Financial Gravity Asset Management increased its CTO Realty Growth (CTO) stake by 20% in Q4 2019, buying an estimated $52 and bringing the position to 18 shares worth $60K. The position accounts for 0.04% of the portfolio, ranked #543.

Financial Gravity Asset Management first reported a position in CTO in Q1 2018 and has held it in 7 quarters since. 98 funds tracked by Wall St. Rank hold CTO as of Q4 2019.

  • Financial Gravity Asset Management held 18 shares of CTO Realty Growth worth $60K as of Q4 2019.
  • Financial Gravity Asset Management bought 3 CTO Realty Growth shares in Q4 2019, an estimated $52.
  • CTO Realty Growth made up 0.04% of Financial Gravity Asset Management's portfolio in Q4 2019, its #543 holding.
  • Financial Gravity Asset Management first reported a position in CTO Realty Growth in Q1 2018 and has held it in 7 quarters since.
  • 98 funds tracked by Wall St. Rank held CTO Realty Growth as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.