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Milestone Wealth’s GrowGeneration GRWG Stock Holding History

Milestone Wealth’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
2022
Q3 		$60K Hold
17,249
– – 0.07% 99
2022
Q2 		$62K Hold
17,249
– – 0.07% 96
2022
Q1 		$225K Hold
17,249
– – 0.18% 56
2021
Q4 		$225K Buy
+17,249
New +$331K 0.18% 56

Other funds holding GRWG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Milestone Wealth's GRWG Position: Q3 2022 in Review

Milestone Wealth held its GrowGeneration (GRWG) position steady in Q3 2022 at 17,249 shares worth $60K. The position accounts for 0.07% of the portfolio, ranked #99.

Milestone Wealth first reported a position in GRWG in Q4 2021 and has held it in 4 quarters since. The position peaked at $225K in Q1 2022. 178 funds tracked by Wall St. Rank hold GRWG as of Q3 2022.

  • Milestone Wealth held 17,249 shares of GrowGeneration worth $60K as of Q3 2022.
  • Milestone Wealth left its GrowGeneration share count unchanged in Q3 2022.
  • GrowGeneration made up 0.07% of Milestone Wealth's portfolio in Q3 2022, its #99 holding.
  • Milestone Wealth first reported a position in GrowGeneration in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's GrowGeneration position peaked at $225K in Q1 2022.
  • 178 funds tracked by Wall St. Rank held GrowGeneration as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.