Schechter Investment Advisors’s Grifois GRFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$769K Buy
108,110
+18,066
+20% +$136K 0.06% 274
2024
Q4
$670K Sell
90,044
-30,358
-25% -$253K 0.05% 318
2024
Q3
$1.07M Buy
120,402
+38,578
+47% +$314K 0.08% 239
2024
Q2
$516K Buy
81,824
+69,738
+577% +$485K 0.04% 367
2024
Q1
$80.7K Sell
12,086
-76,159
-86% -$595K 0.01% 602
2023
Q4
$1.02M Sell
88,245
-9,154
-9% -$85.2K 0.09% 225
2023
Q3
$890K Sell
97,399
-3,089
-3% -$30.2K 0.09% 239
2023
Q2
$920K Sell
100,488
-1,769
-2% -$14.6K 0.08% 257
2023
Q1
$754K Sell
102,257
-1,430
-1% -$12.4K 0.07% 315
2022
Q4
$881K Buy
103,687
+2,305
+2% +$16.8K 0.08% 332
2022
Q3
$624K Sell
101,382
-3,725
-4% -$33.1K 0.06% 441
2022
Q2
$1.25M Sell
105,107
-4,358
-4% -$52K 0.12% 210
2022
Q1
$1.28M Buy
109,465
+73,558
+205% +$846K 0.12% 218
2021
Q4
$404K Buy
+35,907
New +$441K 0.04% 579

Other funds holding GRFS

Schechter Investment Advisors's GRFS Position: Q1 2025 in Review

Schechter Investment Advisors increased its Grifois (GRFS) stake by 20% in Q1 2025, buying an estimated $136K and bringing the position to 108,110 shares worth $769K. The position accounts for 0.06% of the portfolio, ranked #274.

Schechter Investment Advisors first reported a position in GRFS in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.28M in Q1 2022. 146 funds tracked by Wall St. Rank hold GRFS as of Q1 2025.

  • Schechter Investment Advisors held 108,110 shares of Grifois worth $769K as of Q1 2025.
  • Schechter Investment Advisors bought 18,066 Grifois shares in Q1 2025, an estimated $136K.
  • Grifois made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #274 holding.
  • Schechter Investment Advisors first reported a position in Grifois in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Grifois position peaked at $1.28M in Q1 2022.
  • 146 funds tracked by Wall St. Rank held Grifois as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.