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SOA Wealth Advisors’s Graco GGG Stock Holding History

SOA Wealth Advisors’s Portfolio GGG Stock Details GGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-102
Closed -$7K – 883
2022
Q1 		$7K Hold
102
– – ﹤0.01% 639
2021
Q4 		$8K Hold
102
– – ﹤0.01% 602
2021
Q3 		$7K Buy
+102
New +$7.83K ﹤0.01% 640

Other funds holding GGG

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

SOA Wealth Advisors's GGG Position: Q2 2022 in Review

SOA Wealth Advisors sold out of Graco (GGG) in Q2 2022, closing a stake of 102 shares — an estimated $7K sold.

SOA Wealth Advisors first reported a position in GGG in Q3 2021 and held it in 3 quarters. The position peaked at $8K in Q4 2021. 510 funds tracked by Wall St. Rank hold GGG as of Q2 2022.

  • SOA Wealth Advisors reported no remaining Graco position as of Q2 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 102 Graco shares in Q2 2022, an estimated $7K.
  • SOA Wealth Advisors first reported a position in Graco in Q3 2021 and held it in 3 quarters.
  • SOA Wealth Advisors's Graco position peaked at $8K in Q4 2021.
  • 510 funds tracked by Wall St. Rank held Graco as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.