Game Plan Financial Advisors’s US Global Investors GROW Stock Holding History

Game Plan Financial Advisors’s Portfolio GROW Stock Details GROW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,200	Closed	-$6.2K	–	439
2023 Q4	$6.2K	Buy	+2,200	New	+$6.24K	﹤0.01%	276
2021 Q1	–	Sell	-31,000	Closed	-$166K	–	103
2020 Q4	$166K	Buy	+31,000	New	+$106K	0.12%	82
2020 Q3	–	Sell	-106,500	Closed	-$201K	–	59
2020 Q2	$201K	Sell	106,500 -137,500	-56%	-$249K	0.29%	46
2020 Q1	$236K	Sell	244,000 -2,000	-0.8%	-$2.44K	0.28%	63
2019 Q4	$354K	Buy	+246,000	New	+$396K	0.33%	61

Other funds holding GROW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SCA

SMH Capital Advisors Fort Worth, Texas $32.9M AUM 1.53% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Game Plan Financial Advisors's GROW Position: Q1 2024 in Review

Game Plan Financial Advisors sold out of US Global Investors (GROW) in Q1 2024, closing a stake of 2,200 shares — an estimated $6.2K sold.

Game Plan Financial Advisors first reported a position in GROW in Q4 2019 and held it in 5 quarters. The position peaked at $354K in Q4 2019. 34 funds tracked by Wall St. Rank hold GROW as of Q1 2024.

Game Plan Financial Advisors reported no remaining US Global Investors position as of Q1 2024 after selling out during the quarter.
Game Plan Financial Advisors sold 2,200 US Global Investors shares in Q1 2024, an estimated $6.2K.
Game Plan Financial Advisors first reported a position in US Global Investors in Q4 2019 and held it in 5 quarters.
Game Plan Financial Advisors's US Global Investors position peaked at $354K in Q4 2019.
34 funds tracked by Wall St. Rank held US Global Investors as of Q1 2024.

Based on Game Plan Financial Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.