Sugarloaf Wealth Management’s GrowGeneration GRWG Stock Holding History

Sugarloaf Wealth Management’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
2024 Q3	–	Sell	-5,000	Closed	-$10.8K	–	688
2024 Q2	$10.8K	Hold	5,000	–	–	﹤0.01%	469
2024 Q1	$14.3K	Hold	5,000	–	–	﹤0.01%	450
2023 Q4	$12.6K	Hold	5,000	–	–	﹤0.01%	464
2023 Q3	$14.6K	Hold	5,000	–	–	﹤0.01%	419
2023 Q2	$17K	Hold	5,000	–	–	﹤0.01%	409
2023 Q1	$17.1K	Hold	5,000	–	–	﹤0.01%	410
2022 Q4	$19.6K	Hold	5,000	–	–	﹤0.01%	409
2022 Q3	$18K	Buy	+5,000	New	+$23.1K	﹤0.01%	430
2022 Q2	–	Sell	-300	Closed	-$3K	–	799
2022 Q1	$3K	Hold	300	–	–	﹤0.01%	614
2021 Q4	$4K	Hold	300	–	–	﹤0.01%	617
2021 Q3	$7K	Hold	300	–	–	﹤0.01%	557
2021 Q2	$14K	Hold	300	–	–	﹤0.01%	462
2021 Q1	$15	Buy	+300	New	+$15K	﹤0.01%	457

Other funds holding GRWG

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

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Sugarloaf Wealth Management's GRWG Position: Q3 2024 in Review

Sugarloaf Wealth Management sold out of GrowGeneration (GRWG) in Q3 2024, closing a stake of 5,000 shares — an estimated $10.8K sold.

Sugarloaf Wealth Management first reported a position in GRWG in Q1 2021 and held it in 13 quarters. The position peaked at $19.6K in Q4 2022. 119 funds tracked by Wall St. Rank hold GRWG as of Q3 2024.

Sugarloaf Wealth Management reported no remaining GrowGeneration position as of Q3 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 5,000 GrowGeneration shares in Q3 2024, an estimated $10.8K.
Sugarloaf Wealth Management first reported a position in GrowGeneration in Q1 2021 and held it in 13 quarters.
Sugarloaf Wealth Management's GrowGeneration position peaked at $19.6K in Q4 2022.
119 funds tracked by Wall St. Rank held GrowGeneration as of Q3 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.