GI
GROW icon

Gradient Investments’s US Global Investors GROW Stock Holding History

Gradient Investments’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
2022
Q4 		– Sell
-175
Closed -$1K – 1557
2022
Q3 		$1K Hold
175
– – ﹤0.01% 1235
2022
Q2 		$1K Buy
+175
New +$851 ﹤0.01% 1131

Other funds holding GROW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
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
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SCA
SMH Capital Advisors Fort Worth, Texas $32.9M AUM 1.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Gradient Investments's GROW Position: Q4 2022 in Review

Gradient Investments sold out of US Global Investors (GROW) in Q4 2022, closing a stake of 175 shares — an estimated $1K sold.

Gradient Investments first reported a position in GROW in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 37 funds tracked by Wall St. Rank hold GROW as of Q4 2022.

  • Gradient Investments reported no remaining US Global Investors position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 175 US Global Investors shares in Q4 2022, an estimated $1K.
  • Gradient Investments first reported a position in US Global Investors in Q2 2022 and held it in 2 quarters.
  • Gradient Investments's US Global Investors position peaked at $1K in Q3 2022.
  • 37 funds tracked by Wall St. Rank held US Global Investors as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.