Focused Wealth Management’s Graco GGG Stock Holding History

Focused Wealth Management’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
2024 Q1	–	Sell	-868	Closed	-$75.3K	–	489
2023 Q4	$75.3K	Buy	+868	New	+$68.3K	0.01%	255

Other funds holding GGG

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MPI

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Focused Wealth Management's GGG Position: Q1 2024 in Review

Focused Wealth Management sold out of Graco (GGG) in Q1 2024, closing a stake of 868 shares — an estimated $75.3K sold.

Focused Wealth Management first reported a position in GGG in Q4 2023 and held it in 1 quarter. The position peaked at $75.3K in Q4 2023. 666 funds tracked by Wall St. Rank hold GGG as of Q1 2024.

Focused Wealth Management reported no remaining Graco position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 868 Graco shares in Q1 2024, an estimated $75.3K.
Focused Wealth Management first reported a position in Graco in Q4 2023 and held it in 1 quarter.
Focused Wealth Management's Graco position peaked at $75.3K in Q4 2023.
666 funds tracked by Wall St. Rank held Graco as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.