RMR Wealth Builders’s Grifois GRFS Stock Holding History

RMR Wealth Builders’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	-2,178	Closed	-$38K	–	371
2021 Q1	$38K	Hold	2,178	–	–	0.01%	408
2020 Q4	$40K	Buy	+2,178	New	+$40.4K	0.02%	279
2020 Q3	–	Sell	-1,940	Closed	-$35K	–	322
2020 Q2	$35K	Buy	+1,940	New	+$38.5K	0.03%	262
2019 Q4	$45K	Buy	+1,940	New	+$42.3K	0.04%	239

Other funds holding GRFS

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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 London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nitorum Capital New York $147M AUM 45.08% 1-Year Est. Return

RMR Wealth Builders's GRFS Position: Q2 2021 in Review

RMR Wealth Builders sold out of Grifois (GRFS) in Q2 2021, closing a stake of 2,178 shares — an estimated $38K sold.

RMR Wealth Builders first reported a position in GRFS in Q4 2019 and held it in 4 quarters. The position peaked at $45K in Q4 2019. 153 funds tracked by Wall St. Rank hold GRFS as of Q2 2021.

RMR Wealth Builders reported no remaining Grifois position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 2,178 Grifois shares in Q2 2021, an estimated $38K.
RMR Wealth Builders first reported a position in Grifois in Q4 2019 and held it in 4 quarters.
RMR Wealth Builders's Grifois position peaked at $45K in Q4 2019.
153 funds tracked by Wall St. Rank held Grifois as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.