CWM
GRMN

Catalyst Wealth Management’s Garmin GRMN Stock Holding History

Catalyst 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
2023
Q1 		$1.04M Buy
10,292
+721
+8% +$70.4K 0.97% 45
2022
Q4 		$883K Buy
+9,571
New +$846K 0.83% 44

Other funds holding GRMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Catalyst Wealth Management's GRMN Position: Q1 2023 in Review

Catalyst Wealth Management increased its Garmin (GRMN) stake by 7.5% in Q1 2023, buying an estimated $70.4K and bringing the position to 10,292 shares worth $1.04M. The position accounts for 0.97% of the portfolio, ranked #45.

Catalyst Wealth Management first reported a position in GRMN in Q4 2022 and has held it in 2 quarters since. 639 funds tracked by Wall St. Rank hold GRMN as of Q1 2023.

  • Catalyst Wealth Management held 10,292 shares of Garmin worth $1.04M as of Q1 2023.
  • Catalyst Wealth Management bought 721 Garmin shares in Q1 2023, an estimated $70.4K.
  • Garmin made up 0.97% of Catalyst Wealth Management's portfolio in Q1 2023, its #45 holding.
  • Catalyst Wealth Management first reported a position in Garmin in Q4 2022 and has held it in 2 quarters since.
  • 639 funds tracked by Wall St. Rank held Garmin as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.