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Valeo Financial Advisors’s GrowGeneration GRWG Stock Holding History

Valeo 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
Q2 		– Sell
-200
Closed -$10K – 1043
2021
Q1 		$10K Hold
200
– – ﹤0.01% 1355
2020
Q4 		$8K Buy
+200
New +$5.38K ﹤0.01% 1249

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
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AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
JAM
JW Asset Management Miami Beach, Florida $244M AUM 71.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valeo Financial Advisors's GRWG Position: Q2 2021 in Review

Valeo Financial Advisors sold out of GrowGeneration (GRWG) in Q2 2021, closing a stake of 200 shares — an estimated $10K sold.

Valeo Financial Advisors first reported a position in GRWG in Q4 2020 and held it in 2 quarters. The position peaked at $10K in Q1 2021. 243 funds tracked by Wall St. Rank hold GRWG as of Q2 2021.

  • Valeo Financial Advisors reported no remaining GrowGeneration position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 200 GrowGeneration shares in Q2 2021, an estimated $10K.
  • Valeo Financial Advisors first reported a position in GrowGeneration in Q4 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's GrowGeneration position peaked at $10K in Q1 2021.
  • 243 funds tracked by Wall St. Rank held GrowGeneration as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.