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Financial Advocates Investment Management’s GrowGeneration GRWG Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-11,033
Closed -$37.5K – 715
2023
Q2 		$37.5K Sell
11,033
-10,019
-48% -$35.5K ﹤0.01% 688
2023
Q1 		$72K Sell
21,052
-1,000
-5% -$4.27K 0.01% 719
2022
Q4 		$86.4K Buy
22,052
+2,697
+14% +$12.9K 0.01% 726
2022
Q3 		$71K Buy
19,355
+2,293
+13% +$10.6K 0.01% 729
2022
Q2 		$61K Buy
17,062
+340
+2% +$1.94K 0.01% 667
2022
Q1 		$154K Buy
16,722
+2,490
+17% +$22.4K 0.01% 698
2021
Q4 		$185K Sell
14,232
-300
-2% -$5.75K 0.01% 740
2021
Q3 		$359K Buy
14,532
+4,900
+51% +$173K 0.02% 563
2021
Q2 		$464K Sell
9,632
-2,970
-24% -$130K 0.03% 488
2021
Q1 		$746K Sell
12,602
-21,143
-63% -$1.05M 0.05% 388
2020
Q4 		$1.38M Buy
+33,745
New +$909K 0.09% 241
2020
Q3 		– Sell
-253,815
Closed -$3.02M – 653
2020
Q2 		$1.74M Buy
253,815
+1,280
+0.5% +$7.04K 0.16% 153
2020
Q1 		$962K Buy
252,535
+18,141
+8% +$84.7K 0.14% 184
2019
Q4 		$961K Buy
+234,394
New +$994K 0.1% 217

Other funds holding GRWG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Financial Advocates Investment Management's GRWG Position: Q3 2023 in Review

Financial Advocates Investment Management sold out of GrowGeneration (GRWG) in Q3 2023, closing a stake of 11,033 shares — an estimated $37.5K sold.

Financial Advocates Investment Management first reported a position in GRWG in Q4 2019 and held it in 14 quarters. The position peaked at $1.74M in Q2 2020. 140 funds tracked by Wall St. Rank hold GRWG as of Q3 2023.

  • Financial Advocates Investment Management reported no remaining GrowGeneration position as of Q3 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 11,033 GrowGeneration shares in Q3 2023, an estimated $37.5K.
  • Financial Advocates Investment Management first reported a position in GrowGeneration in Q4 2019 and held it in 14 quarters.
  • Financial Advocates Investment Management's GrowGeneration position peaked at $1.74M in Q2 2020.
  • 140 funds tracked by Wall St. Rank held GrowGeneration as of Q3 2023.

Based on Financial Advocates Investment Management's 13F filing for Q3 2023, filed 27 Oct 2023.