GoalVest Advisory’s GrowGeneration GRWG Stock Holding History

GoalVest Advisory’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
2022 Q2	–	Sell	-20	Closed	–	–	397
2022 Q1	$0	Buy	+20	New	+$180	﹤0.01%	426

Other funds holding GRWG

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

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

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.32B AUM 31.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GoalVest Advisory's GRWG Position: Q2 2022 in Review

GoalVest Advisory sold out of GrowGeneration (GRWG) in Q2 2022, closing a stake of 20 shares.

GoalVest Advisory first reported a position in GRWG in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 181 funds tracked by Wall St. Rank hold GRWG as of Q2 2022.

GoalVest Advisory reported no remaining GrowGeneration position as of Q2 2022 after selling out during the quarter.
GoalVest Advisory sold 20 GrowGeneration shares in Q2 2022.
GoalVest Advisory first reported a position in GrowGeneration in Q1 2022 and held it in 1 quarter.
GoalVest Advisory's GrowGeneration position peaked at $0 in Q1 2022.
181 funds tracked by Wall St. Rank held GrowGeneration as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.