WealthPLAN Partners’s Grove Collaborative GROV Stock Holding History

WealthPLAN Partners’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
2023 Q2	–	Sell	-12	Closed	-$27	–	1320
2023 Q1	$27	Buy	+12	New	+$28	﹤0.01%	1312

Other funds holding GROV

NVP Associates Menlo Park, California $328M AUM 166.51% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $363M AUM 65.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Inherent Group New York $108M AUM 55.34% 1-Year Est. Return

StepStone Group La Jolla, California $2.16B AUM 20.11% 1-Year Est. Return

DFO

Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

WealthPLAN Partners's GROV Position: Q2 2023 in Review

WealthPLAN Partners sold out of Grove Collaborative (GROV) in Q2 2023, closing a stake of 12 shares — an estimated $27 sold.

WealthPLAN Partners first reported a position in GROV in Q1 2023 and held it in 1 quarter. The position peaked at $27 in Q1 2023. 30 funds tracked by Wall St. Rank hold GROV as of Q2 2023.

WealthPLAN Partners reported no remaining Grove Collaborative position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 12 Grove Collaborative shares in Q2 2023, an estimated $27.
WealthPLAN Partners first reported a position in Grove Collaborative in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's Grove Collaborative position peaked at $27 in Q1 2023.
30 funds tracked by Wall St. Rank held Grove Collaborative as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.