Baystate Wealth Management’s Garmin GRMN Stock Holding History

Baystate Wealth Management’s Portfolio GRMN Stock Details GRMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-246	Closed	-$38K	–	904
2021 Q3	$38K	Buy	246 +1	+0.4%	+$163	﹤0.01%	326
2021 Q2	$35K	Buy	245 +1	+0.4%	+$140	﹤0.01%	317
2021 Q1	$32K	Buy	244 +1	+0.4%	+$124	﹤0.01%	310
2020 Q4	$29K	Buy	243 +2	+0.8%	+$221	﹤0.01%	309
2020 Q3	$23K	Buy	241 +1	+0.4%	+$100	﹤0.01%	305
2020 Q2	$23K	Buy	+240	New	+$20.5K	﹤0.01%	290

Other funds holding GRMN

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baystate Wealth Management's GRMN Position: Q4 2021 in Review

Baystate Wealth Management sold out of Garmin (GRMN) in Q4 2021, closing a stake of 246 shares — an estimated $38K sold.

Baystate Wealth Management first reported a position in GRMN in Q2 2020 and held it in 6 quarters. The position peaked at $38K in Q3 2021. 718 funds tracked by Wall St. Rank hold GRMN as of Q4 2021.

Baystate Wealth Management reported no remaining Garmin position as of Q4 2021 after selling out during the quarter.
Baystate Wealth Management sold 246 Garmin shares in Q4 2021, an estimated $38K.
Baystate Wealth Management first reported a position in Garmin in Q2 2020 and held it in 6 quarters.
Baystate Wealth Management's Garmin position peaked at $38K in Q3 2021.
718 funds tracked by Wall St. Rank held Garmin as of Q4 2021.

Based on Baystate Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.