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HRT Financial’s Research Frontiers REFR Stock Holding History

HRT Financial’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
2024
Q2 		– Sell
-13,997
Closed -$18K – 2944
2024
Q1 		$18K Sell
13,997
-38,047
-73% -$41.7K ﹤0.01% 2020
2023
Q4 		$52K Sell
52,044
-34,028
-40% -$35.3K ﹤0.01% 1954
2023
Q3 		$92K Sell
86,072
-30,636
-26% -$46.4K ﹤0.01% 1958
2023
Q2 		$186K Buy
+116,708
New +$189K ﹤0.01% 1869
2021
Q4 		– Sell
-53,369
Closed -$136K – 3921
2021
Q3 		$136K Sell
53,369
-4,631
-8% -$10.7K ﹤0.01% 2813
2021
Q2 		$137K Buy
+58,000
New +$144K ﹤0.01% 2518

Other funds holding REFR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
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
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HRT Financial's REFR Position: Q2 2024 in Review

HRT Financial sold out of Research Frontiers (REFR) in Q2 2024, closing a stake of 13,997 shares — an estimated $18K sold.

HRT Financial first reported a position in REFR in Q2 2021 and held it in 6 quarters. The position peaked at $186K in Q2 2023. 31 funds tracked by Wall St. Rank hold REFR as of Q2 2024.

  • HRT Financial reported no remaining Research Frontiers position as of Q2 2024 after selling out during the quarter.
  • HRT Financial sold 13,997 Research Frontiers shares in Q2 2024, an estimated $18K.
  • HRT Financial first reported a position in Research Frontiers in Q2 2021 and held it in 6 quarters.
  • HRT Financial's Research Frontiers position peaked at $186K in Q2 2023.
  • 31 funds tracked by Wall St. Rank held Research Frontiers as of Q2 2024.

Based on HRT Financial's 13F filing for Q2 2024, filed 12 Aug 2024.