CWA
GRMN

Clearview Wealth Advisors’s Garmin GRMN Stock Holding History

Clearview Wealth Advisors’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
Q3 		– Sell
-3
Closed -$354 – 325
2023
Q2 		$354 Hold
3
– – ﹤0.01% 645
2023
Q1 		$340 Hold
3
– – ﹤0.01% 633
2022
Q4 		$309 Hold
3
– – ﹤0.01% 579
2022
Q3 		$0 Hold
3
– – ﹤0.01% 599
2022
Q2 		$0 Hold
3
– – ﹤0.01% 613
2022
Q1 		$0 Hold
3
– – ﹤0.01% 650
2021
Q4 		$1K Hold
3
– – ﹤0.01% 638
2021
Q3 		$1K Hold
3
– – ﹤0.01% 619
2021
Q2 		$0 Hold
3
– – ﹤0.01% 661
2021
Q1 		$0 Hold
3
– – ﹤0.01% 629
2020
Q4 		$0 Buy
+3
New +$332 ﹤0.01% 578

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 $3.37T AUM 44.26% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearview Wealth Advisors's GRMN Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Garmin (GRMN) in Q3 2023, closing a stake of 3 shares — an estimated $354 sold.

Clearview Wealth Advisors first reported a position in GRMN in Q4 2020 and held it in 11 quarters. The position peaked at $1K in Q4 2021. 659 funds tracked by Wall St. Rank hold GRMN as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Garmin position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 3 Garmin shares in Q3 2023, an estimated $354.
  • Clearview Wealth Advisors first reported a position in Garmin in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Garmin position peaked at $1K in Q4 2021.
  • 659 funds tracked by Wall St. Rank held Garmin as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.