CWP
GRMN

Concord Wealth Partners’s Garmin GRMN Stock Holding History

Concord Wealth Partners’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
Q4 		– Sell
-71
Closed -$7.47K – 900
2023
Q3 		$7.47K Buy
+71
New +$7.46K ﹤0.01% 664
2023
Q1 		– Sell
-5
Closed -$461 – 1095
2022
Q4 		$461 Buy
+5
New +$442 ﹤0.01% 1157
2022
Q3 		– Sell
-44
Closed -$4K – 550
2022
Q2 		$4K Sell
44
-455
-91% -$47.9K ﹤0.01% 869
2022
Q1 		$59K Sell
499
-18
-3% -$2.17K 0.02% 400
2021
Q4 		$70K Buy
517
+358
+225% +$51.7K 0.02% 383
2021
Q3 		$25K Sell
159
-260
-62% -$42.3K 0.01% 342
2021
Q2 		$61K Sell
419
-2
-0.5% -$281 0.02% 317
2021
Q1 		$56K Buy
421
+409
+3,408% +$50.9K 0.02% 317
2020
Q4 		$1K Buy
+12
New +$1.33K ﹤0.01% 624

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Concord Wealth Partners's GRMN Position: Q4 2023 in Review

Concord Wealth Partners sold out of Garmin (GRMN) in Q4 2023, closing a stake of 71 shares — an estimated $7.47K sold.

Concord Wealth Partners first reported a position in GRMN in Q4 2020 and held it in 9 quarters. The position peaked at $70K in Q4 2021. 736 funds tracked by Wall St. Rank hold GRMN as of Q4 2023.

  • Concord Wealth Partners reported no remaining Garmin position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 71 Garmin shares in Q4 2023, an estimated $7.47K.
  • Concord Wealth Partners first reported a position in Garmin in Q4 2020 and held it in 9 quarters.
  • Concord Wealth Partners's Garmin position peaked at $70K in Q4 2021.
  • 736 funds tracked by Wall St. Rank held Garmin as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.