BFWA
GROV icon

Benchmark Financial Wealth Advisors’s Grove Collaborative GROV Stock Holding History

Benchmark Financial Wealth Advisors’s Portfolio GROV Stock Details GROV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,186
Closed -$17.9K – 73
2023
Q1 		$17.9K Buy
+8,186
New +$18.9K 0.01% 68

Other funds holding GROV

NA
NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IG
Inherent Group New York $108M AUM 55.34% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Benchmark Financial Wealth Advisors's GROV Position: Q2 2023 in Review

Benchmark Financial Wealth Advisors sold out of Grove Collaborative (GROV) in Q2 2023, closing a stake of 8,186 shares — an estimated $17.9K sold.

Benchmark Financial Wealth Advisors first reported a position in GROV in Q1 2023 and held it in 1 quarter. The position peaked at $17.9K in Q1 2023. 30 funds tracked by Wall St. Rank hold GROV as of Q2 2023.

  • Benchmark Financial Wealth Advisors reported no remaining Grove Collaborative position as of Q2 2023 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 8,186 Grove Collaborative shares in Q2 2023, an estimated $17.9K.
  • Benchmark Financial Wealth Advisors first reported a position in Grove Collaborative in Q1 2023 and held it in 1 quarter.
  • Benchmark Financial Wealth Advisors's Grove Collaborative position peaked at $17.9K in Q1 2023.
  • 30 funds tracked by Wall St. Rank held Grove Collaborative as of Q2 2023.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.