WR Wealth Planners’s Research Frontiers REFR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.63M	Buy	950,458 +9,200	+1%	+$18K	0.52%	29
2024 Q3	$2.06M	Buy	941,258 +18,450	+2%	+$38.2K	0.57%	30
2024 Q2	$1.7M	Buy	922,808 +59,970	+7%	+$105K	0.52%	34
2024 Q1	$1.12M	Sell	862,838 -62,200	-7%	-$68.2K	0.35%	45
2023 Q4	$934K	Sell	925,038 -37,000	-4%	-$38.4K	0.35%	52
2023 Q3	$1.04M	Buy	962,038 +3,989	+0.4%	+$6.04K	0.4%	42
2023 Q2	$1.53M	Buy	958,049 +10,011	+1%	+$16.2K	0.59%	33
2023 Q1	$1.62M	Buy	+948,038	New	+$1.87M	0.7%	30

Other funds holding REFR

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

WR Wealth Planners increased its Research Frontiers (REFR) stake by 0.98% in Q4 2024, buying an estimated $18K and bringing the position to 950,458 shares worth $1.63M. The position accounts for 0.52% of the portfolio, ranked #29.

WR Wealth Planners first reported a position in REFR in Q1 2023 and has held it in 8 quarters since. The position peaked at $2.06M in Q3 2024. 30 funds tracked by Wall St. Rank hold REFR as of Q4 2024.

WR Wealth Planners held 950,458 shares of Research Frontiers worth $1.63M as of Q4 2024.
WR Wealth Planners bought 9,200 Research Frontiers shares in Q4 2024, an estimated $18K.
Research Frontiers made up 0.52% of WR Wealth Planners's portfolio in Q4 2024, its #29 holding.
WR Wealth Planners first reported a position in Research Frontiers in Q1 2023 and has held it in 8 quarters since.
WR Wealth Planners's Research Frontiers position peaked at $2.06M in Q3 2024.
30 funds tracked by Wall St. Rank held Research Frontiers as of Q4 2024.

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