IWP
GGG icon

Icon Wealth Partners’s Graco GGG Stock Holding History

Icon Wealth Partners’s Portfolio GGG Stock Details GGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-505
Closed -$25K – 393
2019
Q1 		$25K Buy
+505
New +$22.9K 0.01% 502
2018
Q3 		– Sell
-429
Closed -$19K – 433
2018
Q2 		$19K Buy
+429
New +$19.7K 0.01% 597
2018
Q1 		– Sell
-183
Closed -$8K – 433
2017
Q4 		$8K Buy
+183
New +$7.92K ﹤0.01% 728

Other funds holding GGG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Icon Wealth Partners's GGG Position: Q2 2019 in Review

Icon Wealth Partners sold out of Graco (GGG) in Q2 2019, closing a stake of 505 shares — an estimated $25K sold.

Icon Wealth Partners first reported a position in GGG in Q4 2017 and held it in 3 quarters. The position peaked at $25K in Q1 2019. 452 funds tracked by Wall St. Rank hold GGG as of Q2 2019.

  • Icon Wealth Partners reported no remaining Graco position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 505 Graco shares in Q2 2019, an estimated $25K.
  • Icon Wealth Partners first reported a position in Graco in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Graco position peaked at $25K in Q1 2019.
  • 452 funds tracked by Wall St. Rank held Graco as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.