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Financial Gravity Companies’s Stoneridge SRI Stock Holding History

Financial Gravity Companies’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$1K Buy
+48
New +$1.22K ﹤0.01% 1219
2018
Q1 		$1K Buy
43
+7
+19% +$171 ﹤0.01% 1256
2017
Q4 		$1K Buy
+36
New +$804 ﹤0.01% 1218

Other funds holding SRI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Financial Gravity Companies's SRI Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Stoneridge (SRI) in Q4 2018: 48 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1219 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SRI as recently as Q1 2018.

Financial Gravity Companies first reported a position in SRI in Q4 2017 and has held it in 3 quarters since. 154 funds tracked by Wall St. Rank hold SRI as of Q4 2018.

  • Financial Gravity Companies held 48 shares of Stoneridge worth $1K as of Q4 2018.
  • Stoneridge was a new Financial Gravity Companies position in Q4 2018.
  • Stoneridge made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1219 holding.
  • Financial Gravity Companies first reported a position in Stoneridge in Q4 2017 and has held it in 3 quarters since.
  • 154 funds tracked by Wall St. Rank held Stoneridge as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.