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Capital Performance Advisors’s GrowGeneration GRWG Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-260
Closed -$554 – 1186
2024
Q3 		$554 Buy
+260
New +$557 ﹤0.01% 2201

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
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital Performance Advisors's GRWG Position: Q4 2024 in Review

Capital Performance Advisors sold out of GrowGeneration (GRWG) in Q4 2024, closing a stake of 260 shares — an estimated $554 sold.

Capital Performance Advisors first reported a position in GRWG in Q3 2024 and held it in 1 quarter. The position peaked at $554 in Q3 2024. 110 funds tracked by Wall St. Rank hold GRWG as of Q4 2024.

  • Capital Performance Advisors reported no remaining GrowGeneration position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 260 GrowGeneration shares in Q4 2024, an estimated $554.
  • Capital Performance Advisors first reported a position in GrowGeneration in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's GrowGeneration position peaked at $554 in Q3 2024.
  • 110 funds tracked by Wall St. Rank held GrowGeneration as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.