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McCarthy Asset Management’s US Global Investors GROW Stock Holding History

McCarthy Asset 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
2021
Q4 		– Sell
-200
Closed -$1K – 339
2021
Q3 		$1K Buy
+200
New +$1.2K ﹤0.01% 321

Other funds holding GROW

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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
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
SCA
SMH Capital Advisors Fort Worth, Texas $32.9M AUM 1.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McCarthy Asset Management's GROW Position: Q4 2021 in Review

McCarthy Asset Management sold out of US Global Investors (GROW) in Q4 2021, closing a stake of 200 shares — an estimated $1K sold.

McCarthy Asset Management first reported a position in GROW in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 43 funds tracked by Wall St. Rank hold GROW as of Q4 2021.

  • McCarthy Asset Management reported no remaining US Global Investors position as of Q4 2021 after selling out during the quarter.
  • McCarthy Asset Management sold 200 US Global Investors shares in Q4 2021, an estimated $1K.
  • McCarthy Asset Management first reported a position in US Global Investors in Q3 2021 and held it in 1 quarter.
  • McCarthy Asset Management's US Global Investors position peaked at $1K in Q3 2021.
  • 43 funds tracked by Wall St. Rank held US Global Investors as of Q4 2021.

Based on McCarthy Asset Management's 13F filing for Q4 2021, filed 7 Feb 2022.