PCS
GRDI

Private Client Services’s GRIID Infrastructure Inc. Common Stock GRDI Stock Holding History

Private Client Services’s Portfolio GRDI Stock Details GRDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-38,200
Closed -$40.5K – 180
2024
Q2 		$40.5K Buy
+38,200
New +$36.1K 0.03% 138

Other funds holding GRDI

LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return

Private Client Services's GRDI Position: Q3 2024 in Review

Private Client Services sold out of GRIID Infrastructure Inc. Common Stock (GRDI) in Q3 2024, closing a stake of 38,200 shares — an estimated $40.5K sold.

Private Client Services first reported a position in GRDI in Q2 2024 and held it in 1 quarter. The position peaked at $40.5K in Q2 2024. 19 funds tracked by Wall St. Rank hold GRDI as of Q3 2024.

  • Private Client Services reported no remaining GRIID Infrastructure Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • Private Client Services sold 38,200 GRIID Infrastructure Inc. Common Stock shares in Q3 2024, an estimated $40.5K.
  • Private Client Services first reported a position in GRIID Infrastructure Inc. Common Stock in Q2 2024 and held it in 1 quarter.
  • Private Client Services's GRIID Infrastructure Inc. Common Stock position peaked at $40.5K in Q2 2024.
  • 19 funds tracked by Wall St. Rank held GRIID Infrastructure Inc. Common Stock as of Q3 2024.

Based on Private Client Services's 13F filing for Q3 2024, filed 3 Oct 2024.