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Accretive Wealth Partners’s US Global Investors GROW Stock Holding History

Accretive Wealth Partners’s Portfolio GROW Stock Details GROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11,500
Closed -$51K – 114
2021
Q4 		$51K Buy
+11,500
New +$64.5K 0.03% 106

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HCM
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Accretive Wealth Partners's GROW Position: Q1 2022 in Review

Accretive Wealth Partners sold out of US Global Investors (GROW) in Q1 2022, closing a stake of 11,500 shares — an estimated $51K sold.

Accretive Wealth Partners first reported a position in GROW in Q4 2021 and held it in 1 quarter. The position peaked at $51K in Q4 2021. 43 funds tracked by Wall St. Rank hold GROW as of Q1 2022.

  • Accretive Wealth Partners reported no remaining US Global Investors position as of Q1 2022 after selling out during the quarter.
  • Accretive Wealth Partners sold 11,500 US Global Investors shares in Q1 2022, an estimated $51K.
  • Accretive Wealth Partners first reported a position in US Global Investors in Q4 2021 and held it in 1 quarter.
  • Accretive Wealth Partners's US Global Investors position peaked at $51K in Q4 2021.
  • 43 funds tracked by Wall St. Rank held US Global Investors as of Q1 2022.

Based on Accretive Wealth Partners's 13F filing for Q1 2022, filed 12 May 2022.