GW
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GW & Wade’s Research Frontiers REFR Stock Holding History

GW & Wade’s Portfolio REFR Stock Details REFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$73K Buy
+72,615
New +$75.4K ﹤0.01% 404

Other funds holding REFR

WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

GW & Wade's REFR Position: Q4 2023 in Review

GW & Wade opened a new position in Research Frontiers (REFR) in Q4 2023: 72,615 shares worth $73K. The stake represents ﹤0.01% of the portfolio and ranks #404 among its holdings.

34 funds tracked by Wall St. Rank hold REFR as of Q4 2023.

  • GW & Wade held 72,615 shares of Research Frontiers worth $73K as of Q4 2023.
  • Research Frontiers was a new GW & Wade position in Q4 2023.
  • Research Frontiers made up ﹤0.01% of GW & Wade's portfolio in Q4 2023, its #404 holding.
  • 34 funds tracked by Wall St. Rank held Research Frontiers as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.