United Capital Financial Advisors’s GrowGeneration GRWG Stock Holding History

United Capital Financial 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
2021 Q4	–	Sell	-8,774	Closed	-$216K	–	1223
2021 Q3	$216K	Buy	8,774 +500	+6%	+$17.7K	﹤0.01%	1116
2021 Q2	$398K	Sell	8,274 -300	-3%	-$13.1K	﹤0.01%	934
2021 Q1	$426K	Buy	8,574 +574	+7%	+$28.6K	﹤0.01%	890
2020 Q4	$322K	Buy	+8,000	New	+$215K	﹤0.01%	971
2020 Q3	–	Sell	-10,000	Closed	-$68K	–	1186
2020 Q2	$68K	Buy	+10,000	New	+$55K	﹤0.01%	1157

Other funds holding GRWG

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

United Capital Financial Advisors's GRWG Position: Q4 2021 in Review

United Capital Financial Advisors sold out of GrowGeneration (GRWG) in Q4 2021, closing a stake of 8,774 shares — an estimated $216K sold.

United Capital Financial Advisors first reported a position in GRWG in Q2 2020 and held it in 5 quarters. The position peaked at $426K in Q1 2021. 213 funds tracked by Wall St. Rank hold GRWG as of Q4 2021.

United Capital Financial Advisors reported no remaining GrowGeneration position as of Q4 2021 after selling out during the quarter.
United Capital Financial Advisors sold 8,774 GrowGeneration shares in Q4 2021, an estimated $216K.
United Capital Financial Advisors first reported a position in GrowGeneration in Q2 2020 and held it in 5 quarters.
United Capital Financial Advisors's GrowGeneration position peaked at $426K in Q1 2021.
213 funds tracked by Wall St. Rank held GrowGeneration as of Q4 2021.

Based on United Capital Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.