Avantax Advisory Services’s Graco GGG Stock Holding History

Avantax Advisory Services’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
2022 Q2	–	Sell	-3,791	Closed	-$264K	–	1337
2022 Q1	$264K	Sell	3,791 -1,166	-24%	-$84K	﹤0.01%	1064
2021 Q4	$400K	Hold	4,957	–	–	0.01%	843
2021 Q3	$347K	Sell	4,957 -120	-2%	-$9.21K	0.01%	857
2021 Q2	$384K	Buy	5,077 +52	+1%	+$3.9K	0.01%	797
2021 Q1	$359K	Buy	5,025 +81	+2%	+$5.75K	0.01%	732
2020 Q4	$357K	Sell	4,944 -1,430	-22%	-$95.7K	0.01%	663
2020 Q3	$391K	Buy	6,374 +1,964	+45%	+$110K	0.01%	899
2020 Q2	$213K	Hold	4,410	–	–	0.01%	763
2020 Q1	$215K	Buy	+4,410	New	+$226K	0.01%	696

Other funds holding GGG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Avantax Advisory Services's GGG Position: Q2 2022 in Review

Avantax Advisory Services sold out of Graco (GGG) in Q2 2022, closing a stake of 3,791 shares — an estimated $264K sold.

Avantax Advisory Services first reported a position in GGG in Q1 2020 and held it in 9 quarters. The position peaked at $400K in Q4 2021. 510 funds tracked by Wall St. Rank hold GGG as of Q2 2022.

Avantax Advisory Services reported no remaining Graco position as of Q2 2022 after selling out during the quarter.
Avantax Advisory Services sold 3,791 Graco shares in Q2 2022, an estimated $264K.
Avantax Advisory Services first reported a position in Graco in Q1 2020 and held it in 9 quarters.
Avantax Advisory Services's Graco position peaked at $400K in Q4 2021.
510 funds tracked by Wall St. Rank held Graco as of Q2 2022.

Based on Avantax Advisory Services's 13F filing for Q2 2022, filed 2 Aug 2022.