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Bartlett & Co Wealth Management’s GrowGeneration GRWG Stock Holding History

Bartlett & Co 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
2023
Q3 		– Sell
-200
Closed -$680 – 1189
2023
Q2 		$680 Hold
200
– – ﹤0.01% 1112
2023
Q1 		$684 Buy
+200
New +$855 ﹤0.01% 1025

Other funds holding GRWG

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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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Bartlett & Co Wealth Management's GRWG Position: Q3 2023 in Review

Bartlett & Co Wealth Management sold out of GrowGeneration (GRWG) in Q3 2023, closing a stake of 200 shares — an estimated $680 sold.

Bartlett & Co Wealth Management first reported a position in GRWG in Q1 2023 and held it in 2 quarters. The position peaked at $684 in Q1 2023. 140 funds tracked by Wall St. Rank hold GRWG as of Q3 2023.

  • Bartlett & Co Wealth Management reported no remaining GrowGeneration position as of Q3 2023 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 200 GrowGeneration shares in Q3 2023, an estimated $680.
  • Bartlett & Co Wealth Management first reported a position in GrowGeneration in Q1 2023 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's GrowGeneration position peaked at $684 in Q1 2023.
  • 140 funds tracked by Wall St. Rank held GrowGeneration as of Q3 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2023, filed 14 Feb 2024.