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Patriot Financial Group Insurance Agency’s Grocery Outlet GO Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1
Closed – – 2181
2021
Q2 		$0 Hold
1
– – ﹤0.01% 2111
2021
Q1 		$0 Hold
1
– – ﹤0.01% 2012
2020
Q4 		$0 Hold
1
– – ﹤0.01% 1896
2020
Q3 		$0 Hold
1
– – ﹤0.01% 1735
2020
Q2 		$0 Sell
1
-41
-98% -$1.47K ﹤0.01% 1719
2020
Q1 		$1K Buy
+42
New +$1.37K ﹤0.01% 1433

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Patriot Financial Group Insurance Agency's GO Position: Q3 2021 in Review

Patriot Financial Group Insurance Agency sold out of Grocery Outlet (GO) in Q3 2021, closing a stake of 1 share.

Patriot Financial Group Insurance Agency first reported a position in GO in Q1 2020 and held it in 6 quarters. The position peaked at $1K in Q1 2020. 196 funds tracked by Wall St. Rank hold GO as of Q3 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Grocery Outlet position as of Q3 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1 Grocery Outlet share in Q3 2021.
  • Patriot Financial Group Insurance Agency first reported a position in Grocery Outlet in Q1 2020 and held it in 6 quarters.
  • Patriot Financial Group Insurance Agency's Grocery Outlet position peaked at $1K in Q1 2020.
  • 196 funds tracked by Wall St. Rank held Grocery Outlet as of Q3 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2021, filed 24 Nov 2021.