EWM
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Edge Wealth Management’s Hydrofarm Holdings HYFM Stock Holding History

Edge Wealth Management’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
2021
Q3 		– Sell
-4
Closed -$2K – 539
2021
Q2 		$2K Sell
4
-33
-89% -$19.4K ﹤0.01% 385
2021
Q1 		$22K Buy
+37
New +$26K ﹤0.01% 260

Other funds holding HYFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Edge Wealth Management's HYFM Position: Q3 2021 in Review

Edge Wealth Management sold out of Hydrofarm Holdings (HYFM) in Q3 2021, closing a stake of 4 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in HYFM in Q1 2021 and held it in 2 quarters. The position peaked at $22K in Q1 2021. 134 funds tracked by Wall St. Rank hold HYFM as of Q3 2021.

  • Edge Wealth Management reported no remaining Hydrofarm Holdings position as of Q3 2021 after selling out during the quarter.
  • Edge Wealth Management sold 4 Hydrofarm Holdings shares in Q3 2021, an estimated $2K.
  • Edge Wealth Management first reported a position in Hydrofarm Holdings in Q1 2021 and held it in 2 quarters.
  • Edge Wealth Management's Hydrofarm Holdings position peaked at $22K in Q1 2021.
  • 134 funds tracked by Wall St. Rank held Hydrofarm Holdings as of Q3 2021.

Based on Edge Wealth Management's 13F filing for Q3 2021, filed 13 Oct 2021.