Wealthspire Advisors (Maryland)’s Grifois GRFS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-327	Closed	-$7K	–	1080
2019 Q1	$7K	Buy	327 +12	+4%	+$229	﹤0.01%	1671
2018 Q4	$6K	Sell	315 -136	-30%	-$2.7K	﹤0.01%	1656
2018 Q3	$10K	Hold	451	–	–	﹤0.01%	1517
2018 Q2	$10K	Sell	451 -7	-2%	-$153	﹤0.01%	1536
2018 Q1	$10K	Hold	458	–	–	﹤0.01%	1568
2017 Q4	$10K	Buy	458 +12	+3%	+$267	﹤0.01%	1581
2017 Q3	$10K	Buy	446 +65	+17%	+$1.35K	﹤0.01%	1573
2017 Q2	$8K	Buy	381 +16	+4%	+$335	﹤0.01%	1616
2017 Q1	$7K	Buy	365 +220	+152%	+$3.82K	﹤0.01%	1444
2016 Q4	$2K	Hold	145	–	–	﹤0.01%	1551
2016 Q3	$2K	Hold	145	–	–	﹤0.01%	1547
2016 Q2	$2K	Buy	145 +85	+142%	+$1.34K	﹤0.01%	1511
2016 Q1	$1K	Sell	60 -2	-3%	-$30	﹤0.01%	1645
2015 Q4	$1K	Buy	+62	New	+$1.05K	﹤0.01%	1617

Other funds holding GRFS

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM