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Key Financial Inc’s GrowGeneration GRWG Stock Holding History

Key Financial Inc’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
-57
Closed -$166 – 1340
2023
Q3 		$166 Hold
57
– – ﹤0.01% 1303
2023
Q2 		$194 Hold
57
– – ﹤0.01% 1342
2023
Q1 		$195 Hold
57
– – ﹤0.01% 1133
2022
Q4 		$200 Hold
57
– – ﹤0.01% 1136
2022
Q3 		$0 Hold
57
– – ﹤0.01% 1138
2022
Q2 		$0 Hold
57
– – ﹤0.01% 1117
2022
Q1 		$1K Buy
+57
New +$514 ﹤0.01% 1008

Other funds holding GRWG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
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
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Key Financial Inc's GRWG Position: Q4 2023 in Review

Key Financial Inc sold out of GrowGeneration (GRWG) in Q4 2023, closing a stake of 57 shares — an estimated $166 sold.

Key Financial Inc first reported a position in GRWG in Q1 2022 and held it in 7 quarters. The position peaked at $1K in Q1 2022. 134 funds tracked by Wall St. Rank hold GRWG as of Q4 2023.

  • Key Financial Inc reported no remaining GrowGeneration position as of Q4 2023 after selling out during the quarter.
  • Key Financial Inc sold 57 GrowGeneration shares in Q4 2023, an estimated $166.
  • Key Financial Inc first reported a position in GrowGeneration in Q1 2022 and held it in 7 quarters.
  • Key Financial Inc's GrowGeneration position peaked at $1K in Q1 2022.
  • 134 funds tracked by Wall St. Rank held GrowGeneration as of Q4 2023.

Based on Key Financial Inc's 13F filing for Q4 2023, filed 31 Jan 2024.