Kelly Financial Services’s GrowGeneration GRWG Stock Holding History

Kelly Financial Services’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 Q2	–	Sell	-1,325	Closed	-$4.53K	–	735
2023 Q1	$4.53K	Hold	1,325	–	–	﹤0.01%	438
2022 Q4	$5.19K	Hold	1,325	–	–	﹤0.01%	396
2022 Q3	$4.64K	Hold	1,325	–	–	﹤0.01%	405
2022 Q2	$4.76K	Hold	1,325	–	–	﹤0.01%	412
2022 Q1	$12.2K	Hold	1,325	–	–	0.01%	315
2021 Q4	$17.3K	Hold	1,325	–	–	0.01%	278
2021 Q3	$32.7K	Sell	1,325 -57,598	-98%	-$2.04M	0.02%	211
2021 Q2	$1.23M	Buy	58,923 +57,698	+4,710%	+$2.53M	0.05%	103
2021 Q1	$60.9K	Buy	1,225 +1,125	+1,125%	+$56.1K	0.04%	110
2020 Q4	$4.02K	Buy	+100	New	+$2.69K	﹤0.01%	397

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kelly Financial Services's GRWG Position: Q2 2023 in Review

Kelly Financial Services sold out of GrowGeneration (GRWG) in Q2 2023, closing a stake of 1,325 shares — an estimated $4.53K sold.

Kelly Financial Services first reported a position in GRWG in Q4 2020 and held it in 10 quarters. The position peaked at $1.23M in Q2 2021. 148 funds tracked by Wall St. Rank hold GRWG as of Q2 2023.

Kelly Financial Services reported no remaining GrowGeneration position as of Q2 2023 after selling out during the quarter.
Kelly Financial Services sold 1,325 GrowGeneration shares in Q2 2023, an estimated $4.53K.
Kelly Financial Services first reported a position in GrowGeneration in Q4 2020 and held it in 10 quarters.
Kelly Financial Services's GrowGeneration position peaked at $1.23M in Q2 2021.
148 funds tracked by Wall St. Rank held GrowGeneration as of Q2 2023.

Based on Kelly Financial Services's 13F filing for Q2 2023, filed 17 Jul 2024.