HWMA
GRMN

Heritage Wealth Management (Arizona)’s Garmin GRMN Stock Holding History

Heritage Wealth Management (Arizona)’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
-125
Closed -$10K – 1088
2022
Q3 		$10K Buy
+125
New +$11.8K ﹤0.01% 646

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 Management (Arizona)'s GRMN Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) sold out of Garmin (GRMN) in Q4 2022, closing a stake of 125 shares — an estimated $10K sold.

Heritage Wealth Management (Arizona) first reported a position in GRMN in Q3 2022 and held it in 1 quarter. The position peaked at $10K in Q3 2022. 630 funds tracked by Wall St. Rank hold GRMN as of Q4 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Garmin position as of Q4 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 125 Garmin shares in Q4 2022, an estimated $10K.
  • Heritage Wealth Management (Arizona) first reported a position in Garmin in Q3 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Garmin position peaked at $10K in Q3 2022.
  • 630 funds tracked by Wall St. Rank held Garmin as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.