AWM
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Avitas Wealth Management’s Grocery Outlet GO Stock Holding History

Avitas 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
Q4 		– Sell
-9,926
Closed -$390K – 215
2020
Q3 		$390K Buy
9,926
+572
+6% +$23.6K 0.11% 164
2020
Q2 		$382K Sell
9,354
-27
-0.3% -$966 0.13% 137
2020
Q1 		$322K Buy
+9,381
New +$305K 0.15% 114

Other funds holding GO

Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Avitas Wealth Management's GO Position: Q4 2020 in Review

Avitas Wealth Management sold out of Grocery Outlet (GO) in Q4 2020, closing a stake of 9,926 shares — an estimated $390K sold.

Avitas Wealth Management first reported a position in GO in Q1 2020 and held it in 3 quarters. The position peaked at $390K in Q3 2020. 228 funds tracked by Wall St. Rank hold GO as of Q4 2020.

  • Avitas Wealth Management reported no remaining Grocery Outlet position as of Q4 2020 after selling out during the quarter.
  • Avitas Wealth Management sold 9,926 Grocery Outlet shares in Q4 2020, an estimated $390K.
  • Avitas Wealth Management first reported a position in Grocery Outlet in Q1 2020 and held it in 3 quarters.
  • Avitas Wealth Management's Grocery Outlet position peaked at $390K in Q3 2020.
  • 228 funds tracked by Wall St. Rank held Grocery Outlet as of Q4 2020.

Based on Avitas Wealth Management's 13F filing for Q4 2020, filed 26 Feb 2021.