Gryphon Financial Partners’s iShares Select U.S. REIT ETF ICF Stock Holding History

Gryphon Financial Partners’s Portfolio ICF Stock Details ICF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-42	Closed	-$3K	–	205
2022 Q2	$3K	Buy	+42	New	+$2.76K	﹤0.01%	229
2018 Q3	–	Sell	-42	Closed	-$2K	–	475
2018 Q2	$2K	Hold	42	–	–	﹤0.01%	838
2018 Q1	$2K	Hold	42	–	–	﹤0.01%	849
2017 Q4	$2K	Buy	+42	New	+$2.14K	﹤0.01%	912

Other funds holding ICF

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gryphon Financial Partners's ICF Position: Q3 2022 in Review

Gryphon Financial Partners sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2022, closing a stake of 42 shares — an estimated $3K sold.

Gryphon Financial Partners first reported a position in ICF in Q4 2017 and held it in 4 quarters. The position peaked at $3K in Q2 2022. 351 funds tracked by Wall St. Rank hold ICF as of Q3 2022.

Gryphon Financial Partners reported no remaining iShares Select U.S. REIT ETF position as of Q3 2022 after selling out during the quarter.
Gryphon Financial Partners sold 42 iShares Select U.S. REIT ETF shares in Q3 2022, an estimated $3K.
Gryphon Financial Partners first reported a position in iShares Select U.S. REIT ETF in Q4 2017 and held it in 4 quarters.
Gryphon Financial Partners's iShares Select U.S. REIT ETF position peaked at $3K in Q2 2022.
351 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2022.

Based on Gryphon Financial Partners's 13F filing for Q3 2022, filed 14 Nov 2022.