Simplicity Wealth’s Grocery Outlet GO Stock Holding History

Simplicity Wealth’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
2024 Q2	–	Sell	-7,551	Closed	-$217K	–	1267
2024 Q1	$217K	Buy	+7,551	New	+$199K	0.01%	1035

Other funds holding GO

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

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

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

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

Simplicity Wealth's GO Position: Q2 2024 in Review

Simplicity Wealth sold out of Grocery Outlet (GO) in Q2 2024, closing a stake of 7,551 shares — an estimated $217K sold.

Simplicity Wealth first reported a position in GO in Q1 2024 and held it in 1 quarter. The position peaked at $217K in Q1 2024. 216 funds tracked by Wall St. Rank hold GO as of Q2 2024.

Simplicity Wealth reported no remaining Grocery Outlet position as of Q2 2024 after selling out during the quarter.
Simplicity Wealth sold 7,551 Grocery Outlet shares in Q2 2024, an estimated $217K.
Simplicity Wealth first reported a position in Grocery Outlet in Q1 2024 and held it in 1 quarter.
Simplicity Wealth's Grocery Outlet position peaked at $217K in Q1 2024.
216 funds tracked by Wall St. Rank held Grocery Outlet as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.