Precision Wealth Strategies’s Grocery Outlet GO Stock Holding History

Precision Wealth Strategies’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
2023 Q1	–	Sell	-7,131	Closed	-$208K	–	86
2022 Q4	$208K	Sell	7,131 -88	-1%	-$2.76K	0.22%	95
2022 Q3	$234K	Sell	7,219 -308	-4%	-$12.5K	0.21%	104
2022 Q2	$329K	Sell	7,527 -294	-4%	-$10.7K	0.26%	92
2022 Q1	$256K	Sell	7,821 -733	-9%	-$20.4K	0.15%	141
2021 Q4	$242K	Buy	+8,554	New	+$220K	0.17%	115
2021 Q3	–	Sell	-5,910	Closed	-$205K	–	125
2021 Q2	$205K	Buy	+5,910	New	+$216K	0.18%	109

Other funds holding GO

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Precision Wealth Strategies's GO Position: Q1 2023 in Review

Precision Wealth Strategies sold out of Grocery Outlet (GO) in Q1 2023, closing a stake of 7,131 shares — an estimated $208K sold.

Precision Wealth Strategies first reported a position in GO in Q2 2021 and held it in 6 quarters. The position peaked at $329K in Q2 2022. 224 funds tracked by Wall St. Rank hold GO as of Q1 2023.

Precision Wealth Strategies reported no remaining Grocery Outlet position as of Q1 2023 after selling out during the quarter.
Precision Wealth Strategies sold 7,131 Grocery Outlet shares in Q1 2023, an estimated $208K.
Precision Wealth Strategies first reported a position in Grocery Outlet in Q2 2021 and held it in 6 quarters.
Precision Wealth Strategies's Grocery Outlet position peaked at $329K in Q2 2022.
224 funds tracked by Wall St. Rank held Grocery Outlet as of Q1 2023.

Based on Precision Wealth Strategies's 13F filing for Q1 2023, filed 4 May 2023.