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YorkBridge Wealth Partners’s Grifois GRFS Stock Holding History

YorkBridge Wealth Partners’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
2019
Q3 		– Sell
-7,470
Closed -$158K – 363
2019
Q2 		$158K Sell
7,470
-40
-0.5% -$763 0.07% 214
2019
Q1 		$151K Buy
7,510
+341
+5% +$6.51K 0.07% 207
2018
Q4 		$132K Sell
7,169
-357
-5% -$7.1K 0.07% 205
2018
Q3 		$161K Hold
7,526
– – 0.07% 200
2018
Q2 		$162K Buy
7,526
+1,600
+27% +$34.9K 0.07% 202
2018
Q1 		$125K Buy
5,926
+889
+18% +$20.2K 0.06% 254
2017
Q4 		$115K Buy
5,037
+1,153
+30% +$25.6K 0.06% 261
2017
Q3 		$85K Buy
3,884
+37
+1% +$768 0.04% 311
2017
Q2 		$81K Sell
3,847
-122
-3% -$2.56K 0.04% 308
2017
Q1 		$87K Sell
3,969
-430
-10% -$7.46K 0.05% 295
2016
Q4 		$68K Buy
+4,399
New +$67.3K 0.04% 308

Other funds holding GRFS

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

YorkBridge Wealth Partners's GRFS Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Grifois (GRFS) in Q3 2019, closing a stake of 7,470 shares — an estimated $158K sold.

YorkBridge Wealth Partners first reported a position in GRFS in Q4 2016 and held it in 11 quarters. The position peaked at $162K in Q2 2018. 181 funds tracked by Wall St. Rank hold GRFS as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Grifois position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 7,470 Grifois shares in Q3 2019, an estimated $158K.
  • YorkBridge Wealth Partners first reported a position in Grifois in Q4 2016 and held it in 11 quarters.
  • YorkBridge Wealth Partners's Grifois position peaked at $162K in Q2 2018.
  • 181 funds tracked by Wall St. Rank held Grifois as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.