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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 		– Sell
-4,500
Closed -$9.86K – 1170
2024
Q3 		$9.86K Buy
+4,500
New +$9.31K ﹤0.01% 631

Other funds holding REFR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
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.