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AllSquare Wealth Management’s Grocery Outlet GO Stock Holding History

AllSquare Wealth Management’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-745
Closed -$26K – 478
2020
Q1 		$26K Buy
+745
New +$24.2K 0.02% 221

Other funds holding GO

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JSP
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllSquare Wealth Management's GO Position: Q2 2020 in Review

AllSquare Wealth Management sold out of Grocery Outlet (GO) in Q2 2020, closing a stake of 745 shares — an estimated $26K sold.

AllSquare Wealth Management first reported a position in GO in Q1 2020 and held it in 1 quarter. The position peaked at $26K in Q1 2020. 211 funds tracked by Wall St. Rank hold GO as of Q2 2020.

  • AllSquare Wealth Management reported no remaining Grocery Outlet position as of Q2 2020 after selling out during the quarter.
  • AllSquare Wealth Management sold 745 Grocery Outlet shares in Q2 2020, an estimated $26K.
  • AllSquare Wealth Management first reported a position in Grocery Outlet in Q1 2020 and held it in 1 quarter.
  • AllSquare Wealth Management's Grocery Outlet position peaked at $26K in Q1 2020.
  • 211 funds tracked by Wall St. Rank held Grocery Outlet as of Q2 2020.

Based on AllSquare Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.