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Robertson Stephens Wealth Management’s Grocery Outlet GO Stock Holding History

Robertson Stephens Wealth Management’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
Q2 		– Sell
-16,785
Closed -$619K – 339
2021
Q1 		$619K Buy
16,785
+3,126
+23% +$121K 0.1% 156
2020
Q4 		$536K Buy
13,659
+8,564
+168% +$346K 0.11% 133
2020
Q3 		$200K Buy
+5,095
New +$210K 0.05% 231

Other funds holding GO

JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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
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 $544B AUM 28.31% 1-Year Est. Return

Robertson Stephens Wealth Management's GO Position: Q2 2021 in Review

Robertson Stephens Wealth Management sold out of Grocery Outlet (GO) in Q2 2021, closing a stake of 16,785 shares — an estimated $619K sold.

Robertson Stephens Wealth Management first reported a position in GO in Q3 2020 and held it in 3 quarters. The position peaked at $619K in Q1 2021. 200 funds tracked by Wall St. Rank hold GO as of Q2 2021.

  • Robertson Stephens Wealth Management reported no remaining Grocery Outlet position as of Q2 2021 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 16,785 Grocery Outlet shares in Q2 2021, an estimated $619K.
  • Robertson Stephens Wealth Management first reported a position in Grocery Outlet in Q3 2020 and held it in 3 quarters.
  • Robertson Stephens Wealth Management's Grocery Outlet position peaked at $619K in Q1 2021.
  • 200 funds tracked by Wall St. Rank held Grocery Outlet as of Q2 2021.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2021, filed 17 Aug 2021.