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Arkadios Wealth Advisors’s Graco GGG Stock Holding History

Arkadios Wealth Advisors’s Portfolio GGG Stock Details GGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-90
Closed -$6K – 1043
2021
Q3 		$6K Sell
90
-175
-66% -$13.4K ﹤0.01% 1560
2021
Q2 		$20K Buy
265
+175
+194% +$13.1K ﹤0.01% 1285
2021
Q1 		$6K Hold
90
– – ﹤0.01% 1320
2020
Q4 		$6K Buy
+90
New +$6.02K ﹤0.01% 1074

Other funds holding GGG

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arkadios Wealth Advisors's GGG Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Graco (GGG) in Q4 2021, closing a stake of 90 shares — an estimated $6K sold.

Arkadios Wealth Advisors first reported a position in GGG in Q4 2020 and held it in 4 quarters. The position peaked at $20K in Q2 2021. 547 funds tracked by Wall St. Rank hold GGG as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Graco position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 90 Graco shares in Q4 2021, an estimated $6K.
  • Arkadios Wealth Advisors first reported a position in Graco in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Graco position peaked at $20K in Q2 2021.
  • 547 funds tracked by Wall St. Rank held Graco as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.