KSWA
GRDX

Kathleen S. Wright Associates’s GridAI Technologies Corp GRDX Stock Holding History

Kathleen S. Wright Associates’s Portfolio GRDX Stock Details GRDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Hold
0
– – – 300
2024
Q3 		– Hold
0
– – – 298
2024
Q2 		– Hold
0
– – – 223
2024
Q1 		– Hold
0
– – – 233
2023
Q4 		– Hold
0
– – – 196
2023
Q3 		– Hold
0
– – – 193
2023
Q2 		– Hold
0
– – – 167
2023
Q1 		– Hold
0
– – – 163
2022
Q4 		– Hold
0
– – – 212
2022
Q3 		– Hold
0
– – – 196
2022
Q2 		– Hold
0
– – – 152
2022
Q1 		– Hold
0
– – – 135
2021
Q4 		– Hold
0
– – – 129

Other funds holding GRDX

GSC
Ground Swell Capital Folly Beach, South Carolina $92.6M AUM 41.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return