Focus Partners Wealth
GO icon

Focus Partners Wealth’s Grocery Outlet GO Stock Holding History

Focus Partners Wealth’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,012
Closed -$246K – 1934
2024
Q3 		$246K Buy
+14,012
New +$265K ﹤0.01% 1386

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FP
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Focus Partners Wealth's GO Position: Q4 2024 in Review

Focus Partners Wealth sold out of Grocery Outlet (GO) in Q4 2024, closing a stake of 14,012 shares — an estimated $246K sold.

Focus Partners Wealth first reported a position in GO in Q3 2024 and held it in 1 quarter. The position peaked at $246K in Q3 2024. 235 funds tracked by Wall St. Rank hold GO as of Q4 2024.

  • Focus Partners Wealth reported no remaining Grocery Outlet position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 14,012 Grocery Outlet shares in Q4 2024, an estimated $246K.
  • Focus Partners Wealth first reported a position in Grocery Outlet in Q3 2024 and held it in 1 quarter.
  • Focus Partners Wealth's Grocery Outlet position peaked at $246K in Q3 2024.
  • 235 funds tracked by Wall St. Rank held Grocery Outlet as of Q4 2024.

Based on Focus Partners Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.