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Gradient Investments’s Comstock Holding Companies CHCI Stock Holding History

Gradient Investments’s Portfolio CHCI Stock Details CHCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-986
Closed -$4.19K – 1533
2022
Q4 		$4.19K Buy
+986
New +$4.1K ﹤0.01% 962

Other funds holding CHCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gradient Investments's CHCI Position: Q1 2023 in Review

Gradient Investments sold out of Comstock Holding Companies (CHCI) in Q1 2023, closing a stake of 986 shares — an estimated $4.19K sold.

Gradient Investments first reported a position in CHCI in Q4 2022 and held it in 1 quarter. The position peaked at $4.19K in Q4 2022. 11 funds tracked by Wall St. Rank hold CHCI as of Q1 2023.

  • Gradient Investments reported no remaining Comstock Holding Companies position as of Q1 2023 after selling out during the quarter.
  • Gradient Investments sold 986 Comstock Holding Companies shares in Q1 2023, an estimated $4.19K.
  • Gradient Investments first reported a position in Comstock Holding Companies in Q4 2022 and held it in 1 quarter.
  • Gradient Investments's Comstock Holding Companies position peaked at $4.19K in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Comstock Holding Companies as of Q1 2023.

Based on Gradient Investments's 13F filing for Q1 2023, filed 17 Apr 2023.