IWP
GO icon

Icon Wealth Partners’s Grocery Outlet GO Stock Holding History

Icon Wealth Partners’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5,202
Closed -$212K – 286
2020
Q2 		$212K Buy
+5,202
New +$186K 0.05% 234

Other funds holding GO

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JSP
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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 GO Position: Q3 2020 in Review

Icon Wealth Partners sold out of Grocery Outlet (GO) in Q3 2020, closing a stake of 5,202 shares — an estimated $212K sold.

Icon Wealth Partners first reported a position in GO in Q2 2020 and held it in 1 quarter. The position peaked at $212K in Q2 2020. 234 funds tracked by Wall St. Rank hold GO as of Q3 2020.

  • Icon Wealth Partners reported no remaining Grocery Outlet position as of Q3 2020 after selling out during the quarter.
  • Icon Wealth Partners sold 5,202 Grocery Outlet shares in Q3 2020, an estimated $212K.
  • Icon Wealth Partners first reported a position in Grocery Outlet in Q2 2020 and held it in 1 quarter.
  • Icon Wealth Partners's Grocery Outlet position peaked at $212K in Q2 2020.
  • 234 funds tracked by Wall St. Rank held Grocery Outlet as of Q3 2020.

Based on Icon Wealth Partners's 13F filing for Q3 2020, filed 22 Oct 2020.