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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 $1.68B AUM 21.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Prentice Capital Management Greenwich, Connecticut $44.2M AUM 2.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return