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U.S. Capital Wealth Advisors’s Graham Holdings Company GHC Stock Holding History

U.S. Capital Wealth Advisors’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
2023
Q1 		– Sell
-300
Closed -$181K – 985
2022
Q4 		$181K Buy
+300
New +$183K 0.01% 626

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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

U.S. Capital Wealth Advisors's GHC Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Graham Holdings Company (GHC) in Q1 2023, closing a stake of 300 shares — an estimated $181K sold.

U.S. Capital Wealth Advisors first reported a position in GHC in Q4 2022 and held it in 1 quarter. The position peaked at $181K in Q4 2022. 258 funds tracked by Wall St. Rank hold GHC as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Graham Holdings Company position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 300 Graham Holdings Company shares in Q1 2023, an estimated $181K.
  • U.S. Capital Wealth Advisors first reported a position in Graham Holdings Company in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Graham Holdings Company position peaked at $181K in Q4 2022.
  • 258 funds tracked by Wall St. Rank held Graham Holdings Company as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.