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SOA Wealth Advisors’s GrowGeneration GRWG Stock Holding History

SOA Wealth Advisors’s Portfolio GRWG Stock Details GRWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,575
Closed -$4.6K – 919
2023
Q3 		$4.6K Hold
1,575
– – ﹤0.01% 626
2023
Q2 		$5.36K Sell
1,575
-60
-4% -$212 ﹤0.01% 616
2023
Q1 		$5.59K Hold
1,635
– – ﹤0.01% 606
2022
Q4 		$6.41K Buy
1,635
+1,575
+2,625% +$7.51K ﹤0.01% 582
2022
Q3 		$0 Hold
60
– – ﹤0.01% 878
2022
Q2 		$0 Hold
60
– – ﹤0.01% 889
2022
Q1 		$0 Hold
60
– – ﹤0.01% 937
2021
Q4 		$0 Hold
60
– – ﹤0.01% 913
2021
Q3 		$1K Sell
60
-400
-87% -$14.1K ﹤0.01% 838
2021
Q2 		$22K Buy
460
+400
+667% +$17.5K 0.01% 444
2021
Q1 		$2K Hold
60
– – ﹤0.01% 711
2020
Q4 		$3K Buy
+60
New +$1.61K ﹤0.01% 662

Other funds holding GRWG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

SOA Wealth Advisors's GRWG Position: Q4 2023 in Review

SOA Wealth Advisors sold out of GrowGeneration (GRWG) in Q4 2023, closing a stake of 1,575 shares — an estimated $4.6K sold.

SOA Wealth Advisors first reported a position in GRWG in Q4 2020 and held it in 12 quarters. The position peaked at $22K in Q2 2021. 134 funds tracked by Wall St. Rank hold GRWG as of Q4 2023.

  • SOA Wealth Advisors reported no remaining GrowGeneration position as of Q4 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 1,575 GrowGeneration shares in Q4 2023, an estimated $4.6K.
  • SOA Wealth Advisors first reported a position in GrowGeneration in Q4 2020 and held it in 12 quarters.
  • SOA Wealth Advisors's GrowGeneration position peaked at $22K in Q2 2021.
  • 134 funds tracked by Wall St. Rank held GrowGeneration as of Q4 2023.

Based on SOA Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.