Optimum Investment Advisors’s GrowGeneration GRWG Stock Holding History

Optimum Investment Advisors’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	-110	Closed	-$321	–	682
2023 Q3	$321	Hold	110	–	–	﹤0.01%	690
2023 Q2	$374	Hold	110	–	–	﹤0.01%	689
2023 Q1	$376	Hold	110	–	–	﹤0.01%	715
2022 Q4	$431	Hold	110	–	–	﹤0.01%	737
2022 Q3	$0	Hold	110	–	–	﹤0.01%	839
2022 Q2	$0	Sell	110 -1,400	-93%	-$7.98K	﹤0.01%	858
2022 Q1	$14K	Buy	1,510 +1,400	+1,273%	+$12.6K	0.01%	605
2021 Q4	$1K	Hold	110	–	–	﹤0.01%	804
2021 Q3	$3K	Hold	110	–	–	﹤0.01%	783
2021 Q2	$5K	Sell	110 -390	-78%	-$17.1K	﹤0.01%	814
2021 Q1	$25K	Sell	500 -200	-29%	-$9.98K	0.01%	631
2020 Q4	$28K	Buy	+700	New	+$18.8K	0.01%	569

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

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Optimum Investment Advisors's GRWG Position: Q4 2023 in Review

Optimum Investment Advisors sold out of GrowGeneration (GRWG) in Q4 2023, closing a stake of 110 shares — an estimated $321 sold.

Optimum Investment Advisors first reported a position in GRWG in Q4 2020 and held it in 12 quarters. The position peaked at $28K in Q4 2020. 134 funds tracked by Wall St. Rank hold GRWG as of Q4 2023.

Optimum Investment Advisors reported no remaining GrowGeneration position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 110 GrowGeneration shares in Q4 2023, an estimated $321.
Optimum Investment Advisors first reported a position in GrowGeneration in Q4 2020 and held it in 12 quarters.
Optimum Investment Advisors's GrowGeneration position peaked at $28K in Q4 2020.
134 funds tracked by Wall St. Rank held GrowGeneration as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.