IBEX Wealth Advisors’s Garmin GRMN Stock Holding History

IBEX 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
2021 Q4	–	Sell	-930	Closed	-$145K	–	282
2021 Q3	$145K	Buy	+930	New	+$151K	0.03%	202

Other funds holding GRMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IBEX Wealth Advisors's GRMN Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Garmin (GRMN) in Q4 2021, closing a stake of 930 shares — an estimated $145K sold.

IBEX Wealth Advisors first reported a position in GRMN in Q3 2021 and held it in 1 quarter. The position peaked at $145K in Q3 2021. 718 funds tracked by Wall St. Rank hold GRMN as of Q4 2021.

IBEX Wealth Advisors reported no remaining Garmin position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 930 Garmin shares in Q4 2021, an estimated $145K.
IBEX Wealth Advisors first reported a position in Garmin in Q3 2021 and held it in 1 quarter.
IBEX Wealth Advisors's Garmin position peaked at $145K in Q3 2021.
718 funds tracked by Wall St. Rank held Garmin as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.