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Canvas Wealth Advisors’s Globus Medical GMED Stock Holding History

Canvas Wealth Advisors’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
Q4 		– Sell
-19,433
Closed -$997K – 130
2023
Q3 		$997K Buy
19,433
+6,936
+56% +$388K 0.41% 45
2023
Q2 		$764K Buy
12,497
+530
+4% +$30.2K 0.28% 55
2023
Q1 		$688K Buy
+11,967
New +$767K 0.29% 55

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Canvas Wealth Advisors's GMED Position: Q4 2023 in Review

Canvas Wealth Advisors sold out of Globus Medical (GMED) in Q4 2023, closing a stake of 19,433 shares — an estimated $997K sold.

Canvas Wealth Advisors first reported a position in GMED in Q1 2023 and held it in 3 quarters. The position peaked at $997K in Q3 2023. 408 funds tracked by Wall St. Rank hold GMED as of Q4 2023.

  • Canvas Wealth Advisors reported no remaining Globus Medical position as of Q4 2023 after selling out during the quarter.
  • Canvas Wealth Advisors sold 19,433 Globus Medical shares in Q4 2023, an estimated $997K.
  • Canvas Wealth Advisors first reported a position in Globus Medical in Q1 2023 and held it in 3 quarters.
  • Canvas Wealth Advisors's Globus Medical position peaked at $997K in Q3 2023.
  • 408 funds tracked by Wall St. Rank held Globus Medical as of Q4 2023.

Based on Canvas Wealth Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.