WWP
GRFS

WR Wealth Planners’s Grifois GRFS Stock Holding History

WR Wealth Planners’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
2024
Q4 		$2.88K Hold
387
– – ﹤0.01% 791
2024
Q3 		$3.44K Sell
387
-163
-30% -$1.33K ﹤0.01% 805
2024
Q2 		$3.47K Hold
550
– – ﹤0.01% 779
2024
Q1 		$3.67K Buy
+550
New +$4.29K ﹤0.01% 781
2023
Q4 		– Sell
-811
Closed -$7.41K – 460
2023
Q3 		$7.41K Hold
811
– – ﹤0.01% 621
2023
Q2 		$7.43K Hold
811
– – ﹤0.01% 621
2023
Q1 		$5.98K Buy
+811
New +$7.03K ﹤0.01% 657

Other funds holding GRFS

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

WR Wealth Planners's GRFS Position: Q4 2024 in Review

WR Wealth Planners held its Grifois (GRFS) position steady in Q4 2024 at 387 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

WR Wealth Planners first reported a position in GRFS in Q1 2023 and has held it in 7 quarters since. The position peaked at $7.43K in Q2 2023. 156 funds tracked by Wall St. Rank hold GRFS as of Q4 2024.

  • WR Wealth Planners held 387 shares of Grifois worth $2.88K as of Q4 2024.
  • WR Wealth Planners left its Grifois share count unchanged in Q4 2024.
  • Grifois made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #791 holding.
  • WR Wealth Planners first reported a position in Grifois in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Grifois position peaked at $7.43K in Q2 2023.
  • 156 funds tracked by Wall St. Rank held Grifois as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.