LWM
GRFS

Liberty Wealth Management’s Grifois GRFS Stock Holding History

Liberty Wealth Management’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
2021
Q2 		– Sell
-12
Closed – – 1105
2021
Q1 		$0 Hold
12
– – ﹤0.01% 977
2020
Q4 		$0 Buy
+12
New +$222 ﹤0.01% 996

Other funds holding GRFS

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
NC
Nitorum Capital New York $114M AUM 17.21% 1-Year Est. Return

Liberty Wealth Management's GRFS Position: Q2 2021 in Review

Liberty Wealth Management sold out of Grifois (GRFS) in Q2 2021, closing a stake of 12 shares.

Liberty Wealth Management first reported a position in GRFS in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 151 funds tracked by Wall St. Rank hold GRFS as of Q2 2021.

  • Liberty Wealth Management reported no remaining Grifois position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 12 Grifois shares in Q2 2021.
  • Liberty Wealth Management first reported a position in Grifois in Q4 2020 and held it in 2 quarters.
  • Liberty Wealth Management's Grifois position peaked at $0 in Q1 2021.
  • 151 funds tracked by Wall St. Rank held Grifois as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.