StoneX Group’s Research Frontiers REFR Stock Holding History

StoneX Group’s Portfolio REFR Stock Details REFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-85,115	Closed	-$86K	–	703
2023 Q4	$86K	Sell	85,115 -137,010	-62%	-$142K	0.01%	544
2023 Q3	$240K	Buy	+222,125	New	+$336K	0.03%	471

Other funds holding REFR

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

WWP

WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

StoneX Group's REFR Position: Q1 2024 in Review

StoneX Group sold out of Research Frontiers (REFR) in Q1 2024, closing a stake of 85,115 shares — an estimated $86K sold.

StoneX Group first reported a position in REFR in Q3 2023 and held it in 2 quarters. The position peaked at $240K in Q3 2023. 34 funds tracked by Wall St. Rank hold REFR as of Q1 2024.

StoneX Group reported no remaining Research Frontiers position as of Q1 2024 after selling out during the quarter.
StoneX Group sold 85,115 Research Frontiers shares in Q1 2024, an estimated $86K.
StoneX Group first reported a position in Research Frontiers in Q3 2023 and held it in 2 quarters.
StoneX Group's Research Frontiers position peaked at $240K in Q3 2023.
34 funds tracked by Wall St. Rank held Research Frontiers as of Q1 2024.

Based on StoneX Group's 13F filing for Q1 2024, filed 1 May 2024.