TWM
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Tradition Wealth Management’s US Global Investors GROW Stock Holding History

Tradition Wealth Management’s Portfolio GROW Stock Details GROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,251
Closed -$4K – 717
2023
Q4 		$4K Buy
1,251
+9
+0.7% +$26 ﹤0.01% 1183
2023
Q3 		$4K Buy
1,242
+10
+0.8% +$30 ﹤0.01% 1233
2023
Q2 		$4K Buy
1,232
+9
+0.7% +$25 ﹤0.01% 1268
2023
Q1 		$3K Buy
1,223
+10
+0.8% +$29 ﹤0.01% 1248
2022
Q4 		$4K Buy
1,213
+10
+0.8% +$29 ﹤0.01% 1086
2022
Q3 		$3K Buy
1,203
+3
+0.3% +$12 ﹤0.01% 1148
2022
Q2 		$5K Hold
1,200
– – ﹤0.01% 953
2022
Q1 		$6K Hold
1,200
– – ﹤0.01% 1001
2021
Q4 		$5K Hold
1,200
– – ﹤0.01% 1051
2021
Q3 		$7K Hold
1,200
– – ﹤0.01% 973
2021
Q2 		$7K Buy
+1,200
New +$8.55K ﹤0.01% 1011

Other funds holding GROW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCA
SMH Capital Advisors Fort Worth, Texas $32.9M AUM 1.53% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Tradition Wealth Management's GROW Position: Q1 2024 in Review

Tradition Wealth Management sold out of US Global Investors (GROW) in Q1 2024, closing a stake of 1,251 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in GROW in Q2 2021 and held it in 11 quarters. The position peaked at $7K in Q3 2021. 34 funds tracked by Wall St. Rank hold GROW as of Q1 2024.

  • Tradition Wealth Management reported no remaining US Global Investors position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,251 US Global Investors shares in Q1 2024, an estimated $4K.
  • Tradition Wealth Management first reported a position in US Global Investors in Q2 2021 and held it in 11 quarters.
  • Tradition Wealth Management's US Global Investors position peaked at $7K in Q3 2021.
  • 34 funds tracked by Wall St. Rank held US Global Investors as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.