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Avitas Wealth Management’s GrowGeneration GRWG Stock Holding History

Avitas Wealth Management’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
Q4 		– Sell
-17,247
Closed -$425K – 184
2021
Q3 		$425K Buy
17,247
+7,220
+72% +$255K 0.08% 174
2021
Q2 		$482K Sell
10,027
-4,487
-31% -$197K 0.09% 177
2021
Q1 		$721K Sell
14,514
-990
-6% -$49.4K 0.14% 161
2020
Q4 		$624K Buy
+15,504
New +$417K 0.13% 180

Other funds holding GRWG

AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Avitas Wealth Management's GRWG Position: Q4 2021 in Review

Avitas Wealth Management sold out of GrowGeneration (GRWG) in Q4 2021, closing a stake of 17,247 shares — an estimated $425K sold.

Avitas Wealth Management first reported a position in GRWG in Q4 2020 and held it in 4 quarters. The position peaked at $721K in Q1 2021. 213 funds tracked by Wall St. Rank hold GRWG as of Q4 2021.

  • Avitas Wealth Management reported no remaining GrowGeneration position as of Q4 2021 after selling out during the quarter.
  • Avitas Wealth Management sold 17,247 GrowGeneration shares in Q4 2021, an estimated $425K.
  • Avitas Wealth Management first reported a position in GrowGeneration in Q4 2020 and held it in 4 quarters.
  • Avitas Wealth Management's GrowGeneration position peaked at $721K in Q1 2021.
  • 213 funds tracked by Wall St. Rank held GrowGeneration as of Q4 2021.

Based on Avitas Wealth Management's 13F filing for Q4 2021, filed 26 Jan 2022.