Financial Engines Advisors
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Financial Engines Advisors’s Globus Medical GMED Stock Holding History

Financial Engines Advisors’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
2023
Q2 		– Sell
-3,970
Closed -$225K – 295
2023
Q1 		$225K Hold
3,970
– – ﹤0.01% 266
2022
Q4 		$295K Hold
3,970
– – ﹤0.01% 251
2022
Q3 		$236K Buy
+3,970
New +$239K ﹤0.01% 263

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NI
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State Street
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William Blair Investment Management
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Wellington Management Group
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JP Morgan Chase
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CIP
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GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Financial Engines Advisors's GMED Position: Q2 2023 in Review

Financial Engines Advisors sold out of Globus Medical (GMED) in Q2 2023, closing a stake of 3,970 shares — an estimated $225K sold.

Financial Engines Advisors first reported a position in GMED in Q3 2022 and held it in 3 quarters. The position peaked at $295K in Q4 2022. 382 funds tracked by Wall St. Rank hold GMED as of Q2 2023.

  • Financial Engines Advisors reported no remaining Globus Medical position as of Q2 2023 after selling out during the quarter.
  • Financial Engines Advisors sold 3,970 Globus Medical shares in Q2 2023, an estimated $225K.
  • Financial Engines Advisors first reported a position in Globus Medical in Q3 2022 and held it in 3 quarters.
  • Financial Engines Advisors's Globus Medical position peaked at $295K in Q4 2022.
  • 382 funds tracked by Wall St. Rank held Globus Medical as of Q2 2023.

Based on Financial Engines Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.