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Axxcess Wealth Management’s Globus Medical GMED Stock Holding History

Axxcess 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
2023
Q1 		– Sell
-6,709
Closed -$498K – 659
2022
Q4 		$498K Buy
+6,709
New +$457K 0.04% 358

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State Street
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William Blair Investment Management
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NI
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JP Morgan Chase
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GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
CIP
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Axxcess Wealth Management's GMED Position: Q1 2023 in Review

Axxcess Wealth Management sold out of Globus Medical (GMED) in Q1 2023, closing a stake of 6,709 shares — an estimated $498K sold.

Axxcess Wealth Management first reported a position in GMED in Q4 2022 and held it in 1 quarter. The position peaked at $498K in Q4 2022. 390 funds tracked by Wall St. Rank hold GMED as of Q1 2023.

  • Axxcess Wealth Management reported no remaining Globus Medical position as of Q1 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 6,709 Globus Medical shares in Q1 2023, an estimated $498K.
  • Axxcess Wealth Management first reported a position in Globus Medical in Q4 2022 and held it in 1 quarter.
  • Axxcess Wealth Management's Globus Medical position peaked at $498K in Q4 2022.
  • 390 funds tracked by Wall St. Rank held Globus Medical as of Q1 2023.

Based on Axxcess Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.