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IHT Wealth Management’s US Global Investors GROW Stock Holding History

IHT Wealth Management’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
2024
Q1 		– Sell
-10,372
Closed -$29.2K – 1038
2023
Q4 		$29.2K Hold
10,372
– – ﹤0.01% 967
2023
Q3 		$29.6K Hold
10,372
– – ﹤0.01% 953
2023
Q2 		$31.7K Buy
+10,372
New +$28.8K ﹤0.01% 954
2018
Q1 		– Sell
-130
Closed -$1K – 1712
2017
Q4 		$1K Buy
+130
New +$440 ﹤0.01% 1584

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCA
SMH Capital Advisors Fort Worth, Texas $32.9M AUM 1.53% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

IHT Wealth Management's GROW Position: Q1 2024 in Review

IHT Wealth Management sold out of US Global Investors (GROW) in Q1 2024, closing a stake of 10,372 shares — an estimated $29.2K sold.

IHT Wealth Management first reported a position in GROW in Q4 2017 and held it in 4 quarters. The position peaked at $31.7K in Q2 2023. 34 funds tracked by Wall St. Rank hold GROW as of Q1 2024.

  • IHT Wealth Management reported no remaining US Global Investors position as of Q1 2024 after selling out during the quarter.
  • IHT Wealth Management sold 10,372 US Global Investors shares in Q1 2024, an estimated $29.2K.
  • IHT Wealth Management first reported a position in US Global Investors in Q4 2017 and held it in 4 quarters.
  • IHT Wealth Management's US Global Investors position peaked at $31.7K in Q2 2023.
  • 34 funds tracked by Wall St. Rank held US Global Investors as of Q1 2024.

Based on IHT Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.