Mark Sheptoff Financial Planning’s GrowGeneration GRWG Stock Holding History

Mark Sheptoff Financial Planning’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	-900	Closed	-$3.08K	–	397
2023 Q1	$3.08K	Hold	900	–	–	﹤0.01%	328
2022 Q4	$3.53K	Hold	900	–	–	﹤0.01%	325
2022 Q3	$3K	Hold	900	–	–	﹤0.01%	313
2022 Q2	$3K	Hold	900	–	–	﹤0.01%	322
2022 Q1	$8K	Hold	900	–	–	﹤0.01%	317
2021 Q4	$12K	Hold	900	–	–	0.01%	302
2021 Q3	$22K	Buy	900 +300	+50%	+$10.6K	0.01%	236
2021 Q2	$29K	Buy	+600	New	+$26.3K	0.02%	237

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

Mark Sheptoff Financial Planning's GRWG Position: Q2 2023 in Review

Mark Sheptoff Financial Planning sold out of GrowGeneration (GRWG) in Q2 2023, closing a stake of 900 shares — an estimated $3.08K sold.

Mark Sheptoff Financial Planning first reported a position in GRWG in Q2 2021 and held it in 8 quarters. The position peaked at $29K in Q2 2021. 148 funds tracked by Wall St. Rank hold GRWG as of Q2 2023.

Mark Sheptoff Financial Planning reported no remaining GrowGeneration position as of Q2 2023 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 900 GrowGeneration shares in Q2 2023, an estimated $3.08K.
Mark Sheptoff Financial Planning first reported a position in GrowGeneration in Q2 2021 and held it in 8 quarters.
Mark Sheptoff Financial Planning's GrowGeneration position peaked at $29K in Q2 2021.
148 funds tracked by Wall St. Rank held GrowGeneration as of Q2 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2023, filed 10 Aug 2023.