First Trust Advisors
GCMG icon

First Trust Advisors’s GCM Grosvenor GCMG Stock Holding History

First Trust Advisors’s Portfolio GCMG Stock Details GCMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-112,457
Closed -$848K – 2418
2023
Q2 		$848K Sell
112,457
-1
-0% -$7 ﹤0.01% 2026
2023
Q1 		$878K Buy
112,458
+8,578
+8% +$71.2K ﹤0.01% 1999
2022
Q4 		$791K Sell
103,880
-6,708
-6% -$54.8K ﹤0.01% 2040
2022
Q3 		$873K Buy
+110,588
New +$867K ﹤0.01% 2045

Other funds holding GCMG

CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

First Trust Advisors's GCMG Position: Q3 2023 in Review

First Trust Advisors sold out of GCM Grosvenor (GCMG) in Q3 2023, closing a stake of 112,457 shares — an estimated $848K sold.

First Trust Advisors first reported a position in GCMG in Q3 2022 and held it in 4 quarters. The position peaked at $878K in Q1 2023. 81 funds tracked by Wall St. Rank hold GCMG as of Q3 2023.

  • First Trust Advisors reported no remaining GCM Grosvenor position as of Q3 2023 after selling out during the quarter.
  • First Trust Advisors sold 112,457 GCM Grosvenor shares in Q3 2023, an estimated $848K.
  • First Trust Advisors first reported a position in GCM Grosvenor in Q3 2022 and held it in 4 quarters.
  • First Trust Advisors's GCM Grosvenor position peaked at $878K in Q1 2023.
  • 81 funds tracked by Wall St. Rank held GCM Grosvenor as of Q3 2023.

Based on First Trust Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.