Winch Advisory Services’s GrowGeneration GRWG Stock Holding History

Winch Advisory Services’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
2023 Q3	–	Sell	-515	Closed	-$2K	–	432
2023 Q2	$2K	Hold	515	–	–	﹤0.01%	355
2023 Q1	$2K	Hold	515	–	–	﹤0.01%	352
2022 Q4	$2K	Hold	515	–	–	﹤0.01%	333
2022 Q3	$2K	Hold	515	–	–	﹤0.01%	323
2022 Q2	$2K	Hold	515	–	–	﹤0.01%	345
2022 Q1	$5K	Buy	515 +474	+1,156%	+$4.27K	﹤0.01%	310
2021 Q4	$16K	Sell	41 -474	-92%	-$9.08K	0.01%	232
2021 Q3	$13K	Hold	515	–	–	﹤0.01%	251
2021 Q2	$25K	Buy	+515	New	+$22.6K	0.01%	177

Other funds holding GRWG

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Winch Advisory Services's GRWG Position: Q3 2023 in Review

Winch Advisory Services sold out of GrowGeneration (GRWG) in Q3 2023, closing a stake of 515 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in GRWG in Q2 2021 and held it in 9 quarters. The position peaked at $25K in Q2 2021. 140 funds tracked by Wall St. Rank hold GRWG as of Q3 2023.

Winch Advisory Services reported no remaining GrowGeneration position as of Q3 2023 after selling out during the quarter.
Winch Advisory Services sold 515 GrowGeneration shares in Q3 2023, an estimated $2K.
Winch Advisory Services first reported a position in GrowGeneration in Q2 2021 and held it in 9 quarters.
Winch Advisory Services's GrowGeneration position peaked at $25K in Q2 2021.
140 funds tracked by Wall St. Rank held GrowGeneration as of Q3 2023.

Based on Winch Advisory Services's 13F filing for Q3 2023, filed 6 Nov 2023.