Financial Architects (New Jersey)’s Grocery Outlet GO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-5,780
Closed -$227K 306
2020
Q3
$227K Sell
5,780
-435
-7% -$17.9K 0.05% 244
2020
Q2
$254K Buy
+6,215
New +$222K 0.06% 205

Other funds holding GO

Financial Architects (New Jersey)'s GO Position: Q4 2020 in Review

Financial Architects (New Jersey) sold out of Grocery Outlet (GO) in Q4 2020, closing a stake of 5,780 shares — an estimated $227K sold.

Financial Architects (New Jersey) first reported a position in GO in Q2 2020 and held it in 2 quarters. The position peaked at $254K in Q2 2020. 228 funds tracked by Wall St. Rank hold GO as of Q4 2020.

  • Financial Architects (New Jersey) reported no remaining Grocery Outlet position as of Q4 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 5,780 Grocery Outlet shares in Q4 2020, an estimated $227K.
  • Financial Architects (New Jersey) first reported a position in Grocery Outlet in Q2 2020 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Grocery Outlet position peaked at $254K in Q2 2020.
  • 228 funds tracked by Wall St. Rank held Grocery Outlet as of Q4 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2020, filed 17 Feb 2021.