GWS
GRMN

Glassman Wealth Services’s Garmin GRMN Stock Holding History

Glassman Wealth Services’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
2020
Q2 		– Sell
-63
Closed -$5K – 1347
2020
Q1 		$5K Buy
63
+56
+800% +$5.07K ﹤0.01% 516
2019
Q4 		$1K Buy
7
+4
+133% +$373 ﹤0.01% 927
2019
Q3 		$0 Hold
3
– – ﹤0.01% 1167
2019
Q2 		$0 Hold
3
– – ﹤0.01% 1186
2019
Q1 		$0 Buy
+3
New +$226 ﹤0.01% 1098
2015
Q3 		– Sell
-211
Closed -$9K – 424
2015
Q2 		$9K Buy
211
+3
+1% +$138 0.01% 337
2015
Q1 		$10K Buy
208
+1
+0.5% +$51 0.01% 329
2014
Q4 		$11K Buy
+207
New +$11.2K 0.01% 349

Other funds holding GRMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Glassman Wealth Services's GRMN Position: Q2 2020 in Review

Glassman Wealth Services sold out of Garmin (GRMN) in Q2 2020, closing a stake of 63 shares — an estimated $5K sold.

Glassman Wealth Services first reported a position in GRMN in Q4 2014 and held it in 8 quarters. The position peaked at $11K in Q4 2014. 523 funds tracked by Wall St. Rank hold GRMN as of Q2 2020.

  • Glassman Wealth Services reported no remaining Garmin position as of Q2 2020 after selling out during the quarter.
  • Glassman Wealth Services sold 63 Garmin shares in Q2 2020, an estimated $5K.
  • Glassman Wealth Services first reported a position in Garmin in Q4 2014 and held it in 8 quarters.
  • Glassman Wealth Services's Garmin position peaked at $11K in Q4 2014.
  • 523 funds tracked by Wall St. Rank held Garmin as of Q2 2020.

Based on Glassman Wealth Services's 13F filing for Q2 2020, filed 6 Aug 2020.