HWA
GRMN

Heritage Wealth Advisors’s Garmin GRMN Stock Holding History

Heritage Wealth Advisors’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
Q4 		– Sell
-250
Closed -$20.1K – 568
2022
Q3 		$20.1K Hold
250
– – ﹤0.01% 383
2022
Q2 		$25K Hold
250
– – ﹤0.01% 401
2022
Q1 		$30K Hold
250
– – ﹤0.01% 361
2021
Q4 		$34K Hold
250
– – ﹤0.01% 358
2021
Q3 		$38.9K Hold
250
– – ﹤0.01% 340
2021
Q2 		$36.2K Sell
250
-200
-44% -$28.1K ﹤0.01% 352
2021
Q1 		$59.3K Hold
450
– – ﹤0.01% 316
2020
Q4 		$54K Buy
450
+75
+20% +$8.31K ﹤0.01% 315
2020
Q3 		$35.6K Buy
+375
New +$37.5K ﹤0.01% 300
2019
Q3 		– Sell
-62
Closed -$4.95K – 448
2019
Q2 		$4.95K Hold
62
– – ﹤0.01% 416
2019
Q1 		$5.35K Buy
+62
New +$4.67K ﹤0.01% 384

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Advisors's GRMN Position: Q4 2022 in Review

Heritage Wealth Advisors sold out of Garmin (GRMN) in Q4 2022, closing a stake of 250 shares — an estimated $20.1K sold.

Heritage Wealth Advisors first reported a position in GRMN in Q1 2019 and held it in 11 quarters. The position peaked at $59.3K in Q1 2021. 630 funds tracked by Wall St. Rank hold GRMN as of Q4 2022.

  • Heritage Wealth Advisors reported no remaining Garmin position as of Q4 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 250 Garmin shares in Q4 2022, an estimated $20.1K.
  • Heritage Wealth Advisors first reported a position in Garmin in Q1 2019 and held it in 11 quarters.
  • Heritage Wealth Advisors's Garmin position peaked at $59.3K in Q1 2021.
  • 630 funds tracked by Wall St. Rank held Garmin as of Q4 2022.

Based on Heritage Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.