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Institute for Wealth Management’s Greif GEF Stock Holding History

Institute for Wealth Management’s Portfolio GEF Stock Details GEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-5,545
Closed -$346K – 481
2022
Q2 		$346K Hold
5,545
– – 0.07% 358
2022
Q1 		$361K Buy
+5,545
New +$331K 0.06% 367

Other funds holding GEF

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Institute for Wealth Management's GEF Position: Q3 2022 in Review

Institute for Wealth Management sold out of Greif (GEF) in Q3 2022, closing a stake of 5,545 shares — an estimated $346K sold.

Institute for Wealth Management first reported a position in GEF in Q1 2022 and held it in 2 quarters. The position peaked at $361K in Q1 2022. 231 funds tracked by Wall St. Rank hold GEF as of Q3 2022.

  • Institute for Wealth Management reported no remaining Greif position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 5,545 Greif shares in Q3 2022, an estimated $346K.
  • Institute for Wealth Management first reported a position in Greif in Q1 2022 and held it in 2 quarters.
  • Institute for Wealth Management's Greif position peaked at $361K in Q1 2022.
  • 231 funds tracked by Wall St. Rank held Greif as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.