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FormulaFolio Investments’s GraniteShares Gold Shares BAR Stock Holding History

FormulaFolio Investments’s Portfolio BAR Stock Details BAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-43,355
Closed -$813K – 668
2020
Q3 		$813K Buy
43,355
+955
+2% +$18.2K 0.03% 166
2020
Q2 		$752K Hold
42,400
– – 0.03% 158
2020
Q1 		$666K Buy
+42,400
New +$668K 0.04% 149

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

FormulaFolio Investments's BAR Position: Q4 2020 in Review

FormulaFolio Investments sold out of GraniteShares Gold Shares (BAR) in Q4 2020, closing a stake of 43,355 shares — an estimated $813K sold.

FormulaFolio Investments first reported a position in BAR in Q1 2020 and held it in 3 quarters. The position peaked at $813K in Q3 2020. 87 funds tracked by Wall St. Rank hold BAR as of Q4 2020.

  • FormulaFolio Investments reported no remaining GraniteShares Gold Shares position as of Q4 2020 after selling out during the quarter.
  • FormulaFolio Investments sold 43,355 GraniteShares Gold Shares shares in Q4 2020, an estimated $813K.
  • FormulaFolio Investments first reported a position in GraniteShares Gold Shares in Q1 2020 and held it in 3 quarters.
  • FormulaFolio Investments's GraniteShares Gold Shares position peaked at $813K in Q3 2020.
  • 87 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2020.

Based on FormulaFolio Investments's 13F filing for Q4 2020, filed 2 Mar 2021.