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Atria Wealth Solutions’s GrowGeneration GRWG Stock Holding History

Atria Wealth Solutions’s Portfolio GRWG Stock Details GRWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-19,824
Closed -$69K – 1828
2022
Q3 		$69K Buy
19,824
+9,707
+96% +$44.8K ﹤0.01% 1673
2022
Q2 		$36K Buy
+10,117
New +$57.7K ﹤0.01% 1594

Other funds holding GRWG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Atria Wealth Solutions's GRWG Position: Q4 2022 in Review

Atria Wealth Solutions sold out of GrowGeneration (GRWG) in Q4 2022, closing a stake of 19,824 shares — an estimated $69K sold.

Atria Wealth Solutions first reported a position in GRWG in Q2 2022 and held it in 2 quarters. The position peaked at $69K in Q3 2022. 171 funds tracked by Wall St. Rank hold GRWG as of Q4 2022.

  • Atria Wealth Solutions reported no remaining GrowGeneration position as of Q4 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 19,824 GrowGeneration shares in Q4 2022, an estimated $69K.
  • Atria Wealth Solutions first reported a position in GrowGeneration in Q2 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's GrowGeneration position peaked at $69K in Q3 2022.
  • 171 funds tracked by Wall St. Rank held GrowGeneration as of Q4 2022.

Based on Atria Wealth Solutions's 13F filing for Q4 2022, filed 13 Feb 2023.