Harvest Group Wealth Management’s Grifois GRFS Stock Holding History

Harvest Group Wealth Management’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
2021 Q1	–	Sell	-715	Closed	-$13K	–	298
2020 Q4	$13K	Hold	715	–	–	0.01%	206
2020 Q3	$12K	Hold	715	–	–	0.01%	205
2020 Q2	$13K	Buy	715 +210	+42%	+$4.17K	0.01%	192
2020 Q1	$10K	Hold	505	–	–	0.01%	203
2019 Q4	$11K	Hold	505	–	–	0.01%	227
2019 Q3	$10K	Hold	505	–	–	0.01%	260
2019 Q2	$10K	Buy	505 +58	+13%	+$1.11K	0.01%	219
2019 Q1	$9K	Buy	+447	New	+$8.54K	0.01%	257

Other funds holding GRFS

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Harvest Group Wealth Management's GRFS Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Grifois (GRFS) in Q1 2021, closing a stake of 715 shares — an estimated $13K sold.

Harvest Group Wealth Management first reported a position in GRFS in Q1 2019 and held it in 8 quarters. The position peaked at $13K in Q4 2020. 166 funds tracked by Wall St. Rank hold GRFS as of Q1 2021.

Harvest Group Wealth Management reported no remaining Grifois position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 715 Grifois shares in Q1 2021, an estimated $13K.
Harvest Group Wealth Management first reported a position in Grifois in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Grifois position peaked at $13K in Q4 2020.
166 funds tracked by Wall St. Rank held Grifois as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.