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CarsonAllaria Wealth Management’s GrowGeneration GRWG Stock Holding History

CarsonAllaria 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
Q2 		– Sell
-275
Closed -$941 – 394
2023
Q1 		$941 Hold
275
– – ﹤0.01% 337
2022
Q4 		$1K Hold
275
– – ﹤0.01% 316
2022
Q3 		$1K Hold
275
– – ﹤0.01% 311
2022
Q2 		$1K Hold
275
– – ﹤0.01% 306
2022
Q1 		$3K Buy
+275
New +$2.48K ﹤0.01% 283

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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CarsonAllaria Wealth Management's GRWG Position: Q2 2023 in Review

CarsonAllaria Wealth Management sold out of GrowGeneration (GRWG) in Q2 2023, closing a stake of 275 shares — an estimated $941 sold.

CarsonAllaria Wealth Management first reported a position in GRWG in Q1 2022 and held it in 5 quarters. The position peaked at $3K in Q1 2022. 148 funds tracked by Wall St. Rank hold GRWG as of Q2 2023.

  • CarsonAllaria Wealth Management reported no remaining GrowGeneration position as of Q2 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 275 GrowGeneration shares in Q2 2023, an estimated $941.
  • CarsonAllaria Wealth Management first reported a position in GrowGeneration in Q1 2022 and held it in 5 quarters.
  • CarsonAllaria Wealth Management's GrowGeneration position peaked at $3K in Q1 2022.
  • 148 funds tracked by Wall St. Rank held GrowGeneration as of Q2 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.