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Avantax Advisory Services’s GrowGeneration GRWG Stock Holding History

Avantax Advisory Services’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
2021
Q2 		– Sell
-10,750
Closed -$38K – 1150
2021
Q1 		$38K Buy
+10,750
New +$536K ﹤0.01% 1021

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DCM
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AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
JAM
JW Asset Management Miami Beach, Florida $244M AUM 71.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's GRWG Position: Q2 2021 in Review

Avantax Advisory Services sold out of GrowGeneration (GRWG) in Q2 2021, closing a stake of 10,750 shares — an estimated $38K sold.

Avantax Advisory Services first reported a position in GRWG in Q1 2021 and held it in 1 quarter. The position peaked at $38K in Q1 2021. 243 funds tracked by Wall St. Rank hold GRWG as of Q2 2021.

  • Avantax Advisory Services reported no remaining GrowGeneration position as of Q2 2021 after selling out during the quarter.
  • Avantax Advisory Services sold 10,750 GrowGeneration shares in Q2 2021, an estimated $38K.
  • Avantax Advisory Services first reported a position in GrowGeneration in Q1 2021 and held it in 1 quarter.
  • Avantax Advisory Services's GrowGeneration position peaked at $38K in Q1 2021.
  • 243 funds tracked by Wall St. Rank held GrowGeneration as of Q2 2021.

Based on Avantax Advisory Services's 13F filing for Q2 2021, filed 29 Jul 2021.