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Coppell Advisory Solutions’s GrowGeneration GRWG Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-596
Closed -$942 – 949
2024
Q4 		$942 Buy
596
+171
+40% +$327 ﹤0.01% 1677
2024
Q3 		$816 Hold
425
– – ﹤0.01% 1600
2024
Q2 		$914 Buy
+425
New +$1.08K ﹤0.01% 1518
2023
Q4 		$1.07K Buy
+425
New +$1.04K ﹤0.01% 1403

Other funds holding GRWG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Coppell Advisory Solutions's GRWG Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of GrowGeneration (GRWG) in Q1 2025, closing a stake of 596 shares — an estimated $942 sold.

Coppell Advisory Solutions first reported a position in GRWG in Q4 2023 and held it in 4 quarters. The position peaked at $1.07K in Q4 2023. 106 funds tracked by Wall St. Rank hold GRWG as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining GrowGeneration position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 596 GrowGeneration shares in Q1 2025, an estimated $942.
  • Coppell Advisory Solutions first reported a position in GrowGeneration in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's GrowGeneration position peaked at $1.07K in Q4 2023.
  • 106 funds tracked by Wall St. Rank held GrowGeneration as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.