WR Wealth Planners’s Graham Corp GHM Stock Holding History

WR Wealth Planners’s Portfolio GHM Stock Details GHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,073	Closed	-$14K	–	927
2023 Q1	$14K	Buy	+1,073	New	+$13.1K	0.01%	483

Other funds holding GHM

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ACM

Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

WR Wealth Planners's GHM Position: Q2 2023 in Review

WR Wealth Planners sold out of Graham Corp (GHM) in Q2 2023, closing a stake of 1,073 shares — an estimated $14K sold.

WR Wealth Planners first reported a position in GHM in Q1 2023 and held it in 1 quarter. The position peaked at $14K in Q1 2023. 61 funds tracked by Wall St. Rank hold GHM as of Q2 2023.

WR Wealth Planners reported no remaining Graham Corp position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 1,073 Graham Corp shares in Q2 2023, an estimated $14K.
WR Wealth Planners first reported a position in Graham Corp in Q1 2023 and held it in 1 quarter.
WR Wealth Planners's Graham Corp position peaked at $14K in Q1 2023.
61 funds tracked by Wall St. Rank held Graham Corp as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.