GRP
NOTE

Global Retirement Partners’s FiscalNote NOTE Stock Holding History

Global Retirement Partners’s Portfolio NOTE Stock Details NOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$16 Hold
1
– – ﹤0.01% 3628
2024
Q3 		$19 Hold
1
– – ﹤0.01% 3473
2024
Q2 		$22 Hold
1
– – ﹤0.01% 3517
2024
Q1 		$20 Buy
+1
New +$17 ﹤0.01% 3358

Other funds holding NOTE

MCP
Maso Capital Partners Hong Kong $60.9M AUM 0.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return

Global Retirement Partners's NOTE Position: Q4 2024 in Review

Global Retirement Partners held its FiscalNote (NOTE) position steady in Q4 2024 at 1 share worth $16. The position accounts for ﹤0.01% of the portfolio, ranked #3628.

Global Retirement Partners first reported a position in NOTE in Q1 2024 and has held it in 4 quarters since. The position peaked at $22 in Q2 2024. 77 funds tracked by Wall St. Rank hold NOTE as of Q4 2024.

  • Global Retirement Partners held 1 share of FiscalNote worth $16 as of Q4 2024.
  • Global Retirement Partners left its FiscalNote share count unchanged in Q4 2024.
  • FiscalNote made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #3628 holding.
  • Global Retirement Partners first reported a position in FiscalNote in Q1 2024 and has held it in 4 quarters since.
  • Global Retirement Partners's FiscalNote position peaked at $22 in Q2 2024.
  • 77 funds tracked by Wall St. Rank held FiscalNote as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.