IAG Wealth Partners’s GrowGeneration GRWG Stock Holding History

IAG Wealth Partners’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
2023 Q4	–	Sell	-125	Closed	-$365	–	447
2023 Q3	$365	Hold	125	–	–	﹤0.01%	436
2023 Q2	$425	Hold	125	–	–	﹤0.01%	435
2023 Q1	$428	Hold	125	–	–	﹤0.01%	434
2022 Q4	$490	Hold	125	–	–	﹤0.01%	420
2022 Q3	$0	Hold	125	–	–	﹤0.01%	454
2022 Q2	$0	Hold	125	–	–	﹤0.01%	452
2022 Q1	$1K	Hold	125	–	–	﹤0.01%	421
2021 Q4	$2K	Hold	125	–	–	﹤0.01%	375
2021 Q3	$4K	Hold	125	–	–	﹤0.01%	343
2021 Q2	$7K	Hold	125	–	–	﹤0.01%	297
2021 Q1	$7K	Sell	125 -125	-50%	-$6.24K	﹤0.01%	290
2020 Q4	$11K	Hold	250	–	–	﹤0.01%	232
2020 Q3	$4K	Buy	+250	New	+$2.97K	﹤0.01%	293

Other funds holding GRWG

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

IAG Wealth Partners's GRWG Position: Q4 2023 in Review

IAG Wealth Partners sold out of GrowGeneration (GRWG) in Q4 2023, closing a stake of 125 shares — an estimated $365 sold.

IAG Wealth Partners first reported a position in GRWG in Q3 2020 and held it in 13 quarters. The position peaked at $11K in Q4 2020. 134 funds tracked by Wall St. Rank hold GRWG as of Q4 2023.

IAG Wealth Partners reported no remaining GrowGeneration position as of Q4 2023 after selling out during the quarter.
IAG Wealth Partners sold 125 GrowGeneration shares in Q4 2023, an estimated $365.
IAG Wealth Partners first reported a position in GrowGeneration in Q3 2020 and held it in 13 quarters.
IAG Wealth Partners's GrowGeneration position peaked at $11K in Q4 2020.
134 funds tracked by Wall St. Rank held GrowGeneration as of Q4 2023.

Based on IAG Wealth Partners's 13F filing for Q4 2023, filed 2 Feb 2024.