HighTower Advisors’s Graphex Group GRFX Stock Holding History

HighTower Advisors’s Portfolio GRFX Stock Details GRFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,000	Closed	-$9K	–	3783
2023 Q4	$9K	Hold	2,000	–	–	﹤0.01%	3448
2023 Q3	$11K	Hold	2,000	–	–	﹤0.01%	3378
2023 Q2	$14K	Hold	2,000	–	–	﹤0.01%	3280
2023 Q1	$14K	Hold	2,000	–	–	﹤0.01%	3173
2022 Q4	$11K	Buy	+2,000	New	+$11.8K	﹤0.01%	3170

Other funds holding GRFX

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

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

HighTower Advisors's GRFX Position: Q1 2024 in Review

HighTower Advisors sold out of Graphex Group (GRFX) in Q1 2024, closing a stake of 2,000 shares — an estimated $9K sold.

HighTower Advisors first reported a position in GRFX in Q4 2022 and held it in 5 quarters. The position peaked at $14K in Q2 2023. 8 funds tracked by Wall St. Rank hold GRFX as of Q1 2024.

HighTower Advisors reported no remaining Graphex Group position as of Q1 2024 after selling out during the quarter.
HighTower Advisors sold 2,000 Graphex Group shares in Q1 2024, an estimated $9K.
HighTower Advisors first reported a position in Graphex Group in Q4 2022 and held it in 5 quarters.
HighTower Advisors's Graphex Group position peaked at $14K in Q2 2023.
8 funds tracked by Wall St. Rank held Graphex Group as of Q1 2024.

Based on HighTower Advisors's 13F filing for Q1 2024, filed 6 May 2024.