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Beacon Financial Advisory’s Hydrofarm Holdings HYFM Stock Holding History

Beacon Financial Advisory’s Portfolio HYFM Stock Details HYFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,000
Closed -$11.6K – 331
2024
Q4 		$11.6K Sell
2,000
-250
-11% -$1.63K ﹤0.01% 299
2024
Q3 		$15.5K Hold
2,250
– – 0.01% 298
2024
Q2 		$15.5K Hold
2,250
– – 0.01% 291
2024
Q1 		$24.3K Sell
2,250
-1,000
-31% -$9.12K 0.01% 241
2023
Q4 		$29.8K Hold
3,250
– – 0.01% 249
2023
Q3 		$39.6K Hold
3,250
– – 0.02% 224
2023
Q2 		$25.4K Buy
3,250
+350
+12% +$4.18K 0.01% 220
2023
Q1 		$50.2K Hold
2,900
– – 0.03% 209
2022
Q4 		$45K Buy
2,900
+500
+21% +$11.4K 0.03% 191
2022
Q3 		$47K Buy
2,400
+235
+11% +$7.54K 0.03% 188
2022
Q2 		$75K Buy
+2,165
New +$176K 0.04% 214
2022
Q1 		– Sell
-970
Closed -$274K – 244
2021
Q4 		$274K Sell
970
-100
-9% -$33.9K 0.13% 194
2021
Q3 		$405K Buy
1,070
+297
+38% +$144K 0.21% 140
2021
Q2 		$457K Buy
+773
New +$455K 0.25% 133

Other funds holding HYFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
Prentice Capital Management Greenwich, Connecticut $52.9M AUM 2.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Beacon Financial Advisory's HYFM Position: Q1 2025 in Review

Beacon Financial Advisory sold out of Hydrofarm Holdings (HYFM) in Q1 2025, closing a stake of 2,000 shares — an estimated $11.6K sold.

Beacon Financial Advisory first reported a position in HYFM in Q2 2021 and held it in 14 quarters. The position peaked at $457K in Q2 2021. 26 funds tracked by Wall St. Rank hold HYFM as of Q1 2025.

  • Beacon Financial Advisory reported no remaining Hydrofarm Holdings position as of Q1 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 2,000 Hydrofarm Holdings shares in Q1 2025, an estimated $11.6K.
  • Beacon Financial Advisory first reported a position in Hydrofarm Holdings in Q2 2021 and held it in 14 quarters.
  • Beacon Financial Advisory's Hydrofarm Holdings position peaked at $457K in Q2 2021.
  • 26 funds tracked by Wall St. Rank held Hydrofarm Holdings as of Q1 2025.

Based on Beacon Financial Advisory's 13F filing for Q1 2025, filed 24 Apr 2025.