GWS
GRFS

Glassman Wealth Services’s Grifois GRFS Stock Holding History

Glassman Wealth Services’s Portfolio GRFS Stock Details GRFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-721
Closed -$8.34K – 859
2023
Q4 		$8.34K Sell
721
-696
-49% -$6.48K ﹤0.01% 927
2023
Q3 		$13K Hold
1,417
– – ﹤0.01% 780
2023
Q2 		$13K Buy
1,417
+1,158
+447% +$9.56K ﹤0.01% 746
2023
Q1 		$1.91K Sell
259
-383
-60% -$3.32K ﹤0.01% 1262
2022
Q4 		$5.46K Sell
642
-682
-52% -$4.96K ﹤0.01% 997
2022
Q3 		$8K Sell
1,324
-275
-17% -$2.44K ﹤0.01% 861
2022
Q2 		$19K Sell
1,599
-229
-13% -$2.73K ﹤0.01% 637
2022
Q1 		$21K Buy
1,828
+1,736
+1,887% +$20K ﹤0.01% 631
2021
Q4 		$1K Sell
92
-228
-71% -$2.8K ﹤0.01% 1384
2021
Q3 		$5K Sell
320
-639
-67% -$9.67K ﹤0.01% 960
2021
Q2 		$17K Buy
959
+15
+2% +$269 ﹤0.01% 614
2021
Q1 		$16K Buy
944
+291
+45% +$5.03K ﹤0.01% 583
2020
Q4 		$12K Buy
653
+89
+16% +$1.65K ﹤0.01% 670
2020
Q3 		$10K Buy
564
+329
+140% +$5.81K ﹤0.01% 606
2020
Q2 		$4K Buy
235
+226
+2,511% +$4.48K ﹤0.01% 675
2020
Q1 		$0 Hold
9
– – ﹤0.01% 1293
2019
Q4 		$0 Buy
+9
New +$196 ﹤0.01% 1292

Other funds holding GRFS

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return