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Modera Wealth Management’s Graco GGG Stock Holding History

Modera Wealth Management’s Portfolio GGG Stock Details GGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,992
Closed -$241K – 451
2021
Q4 		$241K Buy
+2,992
New +$227K 0.01% 497

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Modera Wealth Management's GGG Position: Q1 2022 in Review

Modera Wealth Management sold out of Graco (GGG) in Q1 2022, closing a stake of 2,992 shares — an estimated $241K sold.

Modera Wealth Management first reported a position in GGG in Q4 2021 and held it in 1 quarter. The position peaked at $241K in Q4 2021. 553 funds tracked by Wall St. Rank hold GGG as of Q1 2022.

  • Modera Wealth Management reported no remaining Graco position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 2,992 Graco shares in Q1 2022, an estimated $241K.
  • Modera Wealth Management first reported a position in Graco in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's Graco position peaked at $241K in Q4 2021.
  • 553 funds tracked by Wall St. Rank held Graco as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.