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	–	904
2023 Q3	$7.47K	Buy	+71	New	+$7.46K	﹤0.01%	664
2023 Q1	–	Sell	-5	Closed	-$461	–	1096
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

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

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

First Trust Advisors

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return