CreativeOne Wealth’s Garmin GRMN Stock Holding History

CreativeOne Wealth’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
2022 Q2	–	Sell	-2,093	Closed	-$248K	–	746
2022 Q1	$248K	Sell	2,093 -223	-10%	-$26.8K	0.01%	636
2021 Q4	$315K	Buy	2,316 +97	+4%	+$14K	0.02%	582
2021 Q3	$345K	Sell	2,219 -162	-7%	-$26.3K	0.02%	514
2021 Q2	$344K	Buy	+2,381	New	+$334K	0.02%	485

Other funds holding GRMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CreativeOne Wealth's GRMN Position: Q2 2022 in Review

CreativeOne Wealth sold out of Garmin (GRMN) in Q2 2022, closing a stake of 2,093 shares — an estimated $248K sold.

CreativeOne Wealth first reported a position in GRMN in Q2 2021 and held it in 4 quarters. The position peaked at $345K in Q3 2021. 660 funds tracked by Wall St. Rank hold GRMN as of Q2 2022.

CreativeOne Wealth reported no remaining Garmin position as of Q2 2022 after selling out during the quarter.
CreativeOne Wealth sold 2,093 Garmin shares in Q2 2022, an estimated $248K.
CreativeOne Wealth first reported a position in Garmin in Q2 2021 and held it in 4 quarters.
CreativeOne Wealth's Garmin position peaked at $345K in Q3 2021.
660 funds tracked by Wall St. Rank held Garmin as of Q2 2022.

Based on CreativeOne Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.