JFS Wealth Advisors’s Grifois GRFS Stock Holding History

JFS Wealth Advisors’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
2023 Q2	–	Sell	-197	Closed	-$1.45K	–	1995
2023 Q1	$1.45K	Hold	197	–	–	﹤0.01%	1474
2022 Q4	$1.67K	Sell	197 -7,647	-97%	-$55.7K	﹤0.01%	1437
2022 Q3	$48K	Sell	7,844 -1,642	-17%	-$14.6K	0.01%	384
2022 Q2	$113K	Sell	9,486 -69	-0.7%	-$823	0.01%	269
2022 Q1	$112K	Sell	9,555 -1,395	-13%	-$16K	0.01%	282
2021 Q4	$123K	Buy	10,950 +2,071	+23%	+$25.4K	0.01%	276
2021 Q3	$130K	Buy	8,879 +1,233	+16%	+$18.7K	0.01%	268
2021 Q2	$133K	Buy	7,646 +1,129	+17%	+$20.2K	0.02%	196
2021 Q1	$113K	Buy	6,517 +3,167	+95%	+$54.7K	0.02%	187
2020 Q4	$62K	Buy	+3,350	New	+$62.1K	0.01%	227

Other funds holding GRFS

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JFS Wealth Advisors's GRFS Position: Q2 2023 in Review

JFS Wealth Advisors sold out of Grifois (GRFS) in Q2 2023, closing a stake of 197 shares — an estimated $1.45K sold.

JFS Wealth Advisors first reported a position in GRFS in Q4 2020 and held it in 10 quarters. The position peaked at $133K in Q2 2021. 132 funds tracked by Wall St. Rank hold GRFS as of Q2 2023.

JFS Wealth Advisors reported no remaining Grifois position as of Q2 2023 after selling out during the quarter.
JFS Wealth Advisors sold 197 Grifois shares in Q2 2023, an estimated $1.45K.
JFS Wealth Advisors first reported a position in Grifois in Q4 2020 and held it in 10 quarters.
JFS Wealth Advisors's Grifois position peaked at $133K in Q2 2021.
132 funds tracked by Wall St. Rank held Grifois as of Q2 2023.

Based on JFS Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.