Bank of Montreal
GRWG icon

Bank of Montreal’s GrowGeneration GRWG Stock Holding History

Bank of Montreal’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
2023
Q4 		– Sell
-16,066
Closed -$58K – 4114
2023
Q3 		$58K Buy
+16,066
New +$52.7K ﹤0.01% 3402
2023
Q2 		– Sell
-12,876
Closed -$44.2K – 4103
2023
Q1 		$44.2K Buy
12,876
+1,450
+13% +$6.2K ﹤0.01% 3394
2022
Q4 		$47.2K Buy
+11,426
New +$54.5K ﹤0.01% 3554
2021
Q2 		– Sell
-2,160
Closed -$119K – 4184
2021
Q1 		$119K Sell
2,160
-4,385
-67% -$219K ﹤0.01% 3324
2020
Q4 		$338K Sell
6,545
-4,118
-39% -$111K ﹤0.01% 2927
2020
Q3 		$171K Buy
10,663
+8,360
+363% +$99.4K ﹤0.01% 2806
2020
Q2 		$15K Buy
+2,303
New +$12.7K ﹤0.01% 3978

Other funds holding GRWG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of Montreal's GRWG Position: Q4 2023 in Review

Bank of Montreal sold out of GrowGeneration (GRWG) in Q4 2023, closing a stake of 16,066 shares — an estimated $58K sold.

Bank of Montreal first reported a position in GRWG in Q2 2020 and held it in 7 quarters. The position peaked at $338K in Q4 2020. 134 funds tracked by Wall St. Rank hold GRWG as of Q4 2023.

  • Bank of Montreal reported no remaining GrowGeneration position as of Q4 2023 after selling out during the quarter.
  • Bank of Montreal sold 16,066 GrowGeneration shares in Q4 2023, an estimated $58K.
  • Bank of Montreal first reported a position in GrowGeneration in Q2 2020 and held it in 7 quarters.
  • Bank of Montreal's GrowGeneration position peaked at $338K in Q4 2020.
  • 134 funds tracked by Wall St. Rank held GrowGeneration as of Q4 2023.

Based on Bank of Montreal's 13F filing for Q4 2023, filed 8 Feb 2024.