VFA
GRFS

Valeo Financial Advisors’s Grifois GRFS Stock Holding History

Valeo Financial Advisors’s Portfolio GRFS Stock Details GRFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-246
Closed -$5K – 2089
2020
Q4 		$5K Buy
+246
New +$4.56K ﹤0.01% 1362

Other funds holding GRFS

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Valeo Financial Advisors's GRFS Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Grifois (GRFS) in Q1 2021, closing a stake of 246 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in GRFS in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 164 funds tracked by Wall St. Rank hold GRFS as of Q1 2021.

  • Valeo Financial Advisors reported no remaining Grifois position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 246 Grifois shares in Q1 2021, an estimated $5K.
  • Valeo Financial Advisors first reported a position in Grifois in Q4 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Grifois position peaked at $5K in Q4 2020.
  • 164 funds tracked by Wall St. Rank held Grifois as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.