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Steward Partners Investment Advisory’s Graham Corp GHM Stock Holding History

Steward Partners Investment Advisory’s Portfolio GHM Stock Details GHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,000
Closed -$12K – 3319
2021
Q4 		$12K Hold
1,000
– – ﹤0.01% 2528
2021
Q3 		$12K Buy
+1,000
New +$12.9K ﹤0.01% 2538

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RA
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ACM
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Vanguard Group
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Renaissance Technologies
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GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
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Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Steward Partners Investment Advisory's GHM Position: Q1 2022 in Review

Steward Partners Investment Advisory sold out of Graham Corp (GHM) in Q1 2022, closing a stake of 1,000 shares — an estimated $12K sold.

Steward Partners Investment Advisory first reported a position in GHM in Q3 2021 and held it in 2 quarters. The position peaked at $12K in Q4 2021. 51 funds tracked by Wall St. Rank hold GHM as of Q1 2022.

  • Steward Partners Investment Advisory reported no remaining Graham Corp position as of Q1 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,000 Graham Corp shares in Q1 2022, an estimated $12K.
  • Steward Partners Investment Advisory first reported a position in Graham Corp in Q3 2021 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Graham Corp position peaked at $12K in Q4 2021.
  • 51 funds tracked by Wall St. Rank held Graham Corp as of Q1 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2022, filed 2 May 2022.