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Allegiance Financial Group Advisory Services’s Grove Collaborative GROV Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio GROV Stock Details GROV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,000
Closed -$4.38K – 71
2023
Q1 		$4.38K Buy
+2,000
New +$4.63K ﹤0.01% 68

Other funds holding GROV

NA
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GCM
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IG
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SG
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DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allegiance Financial Group Advisory Services's GROV Position: Q2 2023 in Review

Allegiance Financial Group Advisory Services sold out of Grove Collaborative (GROV) in Q2 2023, closing a stake of 2,000 shares — an estimated $4.38K sold.

Allegiance Financial Group Advisory Services first reported a position in GROV in Q1 2023 and held it in 1 quarter. The position peaked at $4.38K in Q1 2023. 30 funds tracked by Wall St. Rank hold GROV as of Q2 2023.

  • Allegiance Financial Group Advisory Services reported no remaining Grove Collaborative position as of Q2 2023 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 2,000 Grove Collaborative shares in Q2 2023, an estimated $4.38K.
  • Allegiance Financial Group Advisory Services first reported a position in Grove Collaborative in Q1 2023 and held it in 1 quarter.
  • Allegiance Financial Group Advisory Services's Grove Collaborative position peaked at $4.38K in Q1 2023.
  • 30 funds tracked by Wall St. Rank held Grove Collaborative as of Q2 2023.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2023, filed 26 Jul 2023.