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Financial Advocates Investment Management’s Globus Medical GMED Stock Holding History

Financial Advocates Investment Management’s Portfolio GMED Stock Details GMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-600
Closed -$200K – 806
2022
Q3 		$200K Buy
+600
New +$36.1K 0.02% 691
2021
Q1 		– Sell
-3,979
Closed -$260K – 764
2020
Q4 		$260K Sell
3,979
-90
-2% -$5.17K 0.02% 607
2020
Q3 		$202K Buy
+4,069
New +$210K 0.02% 587

Other funds holding GMED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Advocates Investment Management's GMED Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Globus Medical (GMED) in Q4 2022, closing a stake of 600 shares — an estimated $200K sold.

Financial Advocates Investment Management first reported a position in GMED in Q3 2020 and held it in 3 quarters. The position peaked at $260K in Q4 2020. 390 funds tracked by Wall St. Rank hold GMED as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Globus Medical position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 600 Globus Medical shares in Q4 2022, an estimated $200K.
  • Financial Advocates Investment Management first reported a position in Globus Medical in Q3 2020 and held it in 3 quarters.
  • Financial Advocates Investment Management's Globus Medical position peaked at $260K in Q4 2020.
  • 390 funds tracked by Wall St. Rank held Globus Medical as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.