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SVB Wealth’s Grove Collaborative GROV Stock Holding History

SVB Wealth’s Portfolio GROV Stock Details GROV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-30,340
Closed -$53.7K – 884
2023
Q4 		$53.7K Buy
30,340
+15,170
+100% +$29.2K ﹤0.01% 854
2023
Q3 		$40.4K Sell
15,170
-16,063
-51% -$40.8K ﹤0.01% 837
2023
Q2 		$55.3K Buy
31,233
+15,169
+94% +$33.4K ﹤0.01% 901
2023
Q1 		$35.2K Hold
16,064
– – ﹤0.01% 987
2022
Q4 		$32K Buy
+16,064
New +$82.1K ﹤0.01% 1024

Other funds holding GROV

NA
NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return
IG
Inherent Group New York $108M AUM 55.34% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SVB Wealth's GROV Position: Q1 2024 in Review

SVB Wealth sold out of Grove Collaborative (GROV) in Q1 2024, closing a stake of 30,340 shares — an estimated $53.7K sold.

SVB Wealth first reported a position in GROV in Q4 2022 and held it in 5 quarters. The position peaked at $55.3K in Q2 2023. 31 funds tracked by Wall St. Rank hold GROV as of Q1 2024.

  • SVB Wealth reported no remaining Grove Collaborative position as of Q1 2024 after selling out during the quarter.
  • SVB Wealth sold 30,340 Grove Collaborative shares in Q1 2024, an estimated $53.7K.
  • SVB Wealth first reported a position in Grove Collaborative in Q4 2022 and held it in 5 quarters.
  • SVB Wealth's Grove Collaborative position peaked at $55.3K in Q2 2023.
  • 31 funds tracked by Wall St. Rank held Grove Collaborative as of Q1 2024.

Based on SVB Wealth's 13F filing for Q1 2024, filed 15 May 2024.