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Avior Wealth Management’s Globus Medical GMED Stock Holding History

Avior Wealth Management’s Portfolio GMED Stock Details GMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-70
Closed -$5.79K – 1381
2024
Q4 		$5.79K Hold
70
– – ﹤0.01% 1809
2024
Q3 		$5.01K Hold
70
– – ﹤0.01% 1783
2024
Q2 		$4.79K Sell
70
-7
-9% -$418 ﹤0.01% 1736
2024
Q1 		$4.13K Buy
77
+7
+10% +$376 ﹤0.01% 2125
2023
Q4 		$3.73K Buy
+70
New +$3.41K ﹤0.01% 1226
2020
Q4 		– Sell
-19
Closed – – 1014
2020
Q3 		$0 Hold
19
– – ﹤0.01% 961
2020
Q2 		$0 Buy
+19
New +$917 ﹤0.01% 934

Other funds holding GMED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avior Wealth Management's GMED Position: Q1 2025 in Review

Avior Wealth Management sold out of Globus Medical (GMED) in Q1 2025, closing a stake of 70 shares — an estimated $5.79K sold.

Avior Wealth Management first reported a position in GMED in Q2 2020 and held it in 7 quarters. The position peaked at $5.79K in Q4 2024. 514 funds tracked by Wall St. Rank hold GMED as of Q1 2025.

  • Avior Wealth Management reported no remaining Globus Medical position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 70 Globus Medical shares in Q1 2025, an estimated $5.79K.
  • Avior Wealth Management first reported a position in Globus Medical in Q2 2020 and held it in 7 quarters.
  • Avior Wealth Management's Globus Medical position peaked at $5.79K in Q4 2024.
  • 514 funds tracked by Wall St. Rank held Globus Medical as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.