Y-Intercept (HK)’s Research Frontiers REFR Stock Holding History

Y-Intercept (HK)’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	-10,965	Closed	-$24K	–	1575
2024 Q3	$24K	Buy	+10,965	New	+$22.7K	﹤0.01%	1234

Other funds holding REFR

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

WWP

WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 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

Y-Intercept (HK)'s REFR Position: Q4 2024 in Review

Y-Intercept (HK) sold out of Research Frontiers (REFR) in Q4 2024, closing a stake of 10,965 shares — an estimated $24K sold.

Y-Intercept (HK) first reported a position in REFR in Q3 2024 and held it in 1 quarter. The position peaked at $24K in Q3 2024. 30 funds tracked by Wall St. Rank hold REFR as of Q4 2024.

Y-Intercept (HK) reported no remaining Research Frontiers position as of Q4 2024 after selling out during the quarter.
Y-Intercept (HK) sold 10,965 Research Frontiers shares in Q4 2024, an estimated $24K.
Y-Intercept (HK) first reported a position in Research Frontiers in Q3 2024 and held it in 1 quarter.
Y-Intercept (HK)'s Research Frontiers position peaked at $24K in Q3 2024.
30 funds tracked by Wall St. Rank held Research Frontiers as of Q4 2024.

Based on Y-Intercept (HK)'s 13F filing for Q4 2024, filed 4 Feb 2025.