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PFG Private Wealth Management’s Greif GEF Stock Holding History

PFG Private 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
Q4 		– Sell
-41
Closed -$2K – 375
2022
Q3 		$2K Buy
+41
New +$2.73K ﹤0.01% 298

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PFG Private Wealth Management's GEF Position: Q4 2022 in Review

PFG Private Wealth Management sold out of Greif (GEF) in Q4 2022, closing a stake of 41 shares — an estimated $2K sold.

PFG Private Wealth Management first reported a position in GEF in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 246 funds tracked by Wall St. Rank hold GEF as of Q4 2022.

  • PFG Private Wealth Management reported no remaining Greif position as of Q4 2022 after selling out during the quarter.
  • PFG Private Wealth Management sold 41 Greif shares in Q4 2022, an estimated $2K.
  • PFG Private Wealth Management first reported a position in Greif in Q3 2022 and held it in 1 quarter.
  • PFG Private Wealth Management's Greif position peaked at $2K in Q3 2022.
  • 246 funds tracked by Wall St. Rank held Greif as of Q4 2022.

Based on PFG Private Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.