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Tradition Wealth Management’s Graham Holdings Company GHC Stock Holding History

Tradition Wealth Management’s Portfolio GHC Stock Details GHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6
Closed -$4K – 700
2023
Q4 		$4K Hold
6
– – ﹤0.01% 1182
2023
Q3 		$3K Hold
6
– – ﹤0.01% 1298
2023
Q2 		$3K Hold
6
– – ﹤0.01% 1330
2023
Q1 		$4K Hold
6
– – ﹤0.01% 1207
2022
Q4 		$4K Hold
6
– – ﹤0.01% 1084
2022
Q3 		$3K Hold
6
– – ﹤0.01% 1147
2022
Q2 		$3K Hold
6
– – ﹤0.01% 1044
2022
Q1 		$4K Hold
6
– – ﹤0.01% 1072
2021
Q4 		$4K Hold
6
– – ﹤0.01% 1085
2021
Q3 		$4K Hold
6
– – ﹤0.01% 1074
2021
Q2 		$4K Buy
+6
New +$3.87K ﹤0.01% 1096
2021
Q1 		– Sell
-6
Closed -$3K – 886
2020
Q4 		$3K Buy
+6
New +$2.66K ﹤0.01% 897

Other funds holding GHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tradition Wealth Management's GHC Position: Q1 2024 in Review

Tradition Wealth Management sold out of Graham Holdings Company (GHC) in Q1 2024, closing a stake of 6 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in GHC in Q4 2020 and held it in 12 quarters. The position peaked at $4K in Q4 2023. 247 funds tracked by Wall St. Rank hold GHC as of Q1 2024.

  • Tradition Wealth Management reported no remaining Graham Holdings Company position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 6 Graham Holdings Company shares in Q1 2024, an estimated $4K.
  • Tradition Wealth Management first reported a position in Graham Holdings Company in Q4 2020 and held it in 12 quarters.
  • Tradition Wealth Management's Graham Holdings Company position peaked at $4K in Q4 2023.
  • 247 funds tracked by Wall St. Rank held Graham Holdings Company as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.