Icon Wealth Partners’s Grid Dynamics Holdings GDYN Stock Holding History

Icon Wealth Partners’s Portfolio GDYN Stock Details GDYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$128K	Sell	10,496 -7,647	-42%	-$84.8K	0.01%	344
2023 Q2	$168K	Sell	18,143 -2,410	-12%	-$24.1K	0.02%	336
2023 Q1	$236K	Buy	+20,553	New	+$241K	0.03%	294
2022 Q2	$273K	Sell	16,227 -3,418	-17%	-$55.8K	0.03%	260
2022 Q1	$277K	Sell	19,645 -2,262	-10%	-$46.2K	0.03%	282
2021 Q4	$832K	Buy	21,907 +3	+0%	+$104	0.08%	164
2021 Q3	$640K	Buy	+21,904	New	+$535K	0.07%	201

Other funds holding GDYN

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Icon Wealth Partners's GDYN Position: Q3 2023 in Review

Icon Wealth Partners reduced its Grid Dynamics Holdings (GDYN) stake by 42% in Q3 2023, selling an estimated $84.8K and leaving 10,496 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #344.

Icon Wealth Partners first reported a position in GDYN in Q3 2021 and has held it in 7 quarters since. The position peaked at $832K in Q4 2021. 137 funds tracked by Wall St. Rank hold GDYN as of Q3 2023.

Icon Wealth Partners held 10,496 shares of Grid Dynamics Holdings worth $128K as of Q3 2023.
Icon Wealth Partners sold 7,647 Grid Dynamics Holdings shares in Q3 2023, an estimated $84.8K.
Grid Dynamics Holdings made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #344 holding.
Icon Wealth Partners first reported a position in Grid Dynamics Holdings in Q3 2021 and has held it in 7 quarters since.
Icon Wealth Partners's Grid Dynamics Holdings position peaked at $832K in Q4 2021.
137 funds tracked by Wall St. Rank held Grid Dynamics Holdings as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.