Institute for Wealth Management’s Garmin GRMN Stock Holding History

Institute for Wealth Management’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 Q2	–	Sell	-1,860	Closed	-$245K	–	493
2021 Q1	$245K	Sell	1,860 -750	-29%	-$93.3K	0.05%	401
2020 Q4	$312K	Sell	2,610 -390	-13%	-$43.2K	0.06%	340
2020 Q3	$285K	Sell	3,000 -654	-18%	-$65.4K	0.07%	326
2020 Q2	$356K	Sell	3,654 -262	-7%	-$22.4K	0.09%	297
2020 Q1	$294K	Sell	3,916 -910	-19%	-$82.3K	0.09%	281
2019 Q4	$471K	Sell	4,826 -334	-6%	-$31.1K	0.11%	263
2019 Q3	$437K	Sell	5,160 -724	-12%	-$58.4K	0.11%	258
2019 Q2	$470K	Buy	+5,884	New	+$481K	0.1%	262
2019 Q1	–	Sell	-8,311	Closed	-$524K	–	458
2018 Q4	$524K	Buy	+8,311	New	+$538K	0.22%	141

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

Institute for Wealth Management's GRMN Position: Q2 2021 in Review

Institute for Wealth Management sold out of Garmin (GRMN) in Q2 2021, closing a stake of 1,860 shares — an estimated $245K sold.

Institute for Wealth Management first reported a position in GRMN in Q4 2018 and held it in 9 quarters. The position peaked at $524K in Q4 2018. 659 funds tracked by Wall St. Rank hold GRMN as of Q2 2021.

Institute for Wealth Management reported no remaining Garmin position as of Q2 2021 after selling out during the quarter.
Institute for Wealth Management sold 1,860 Garmin shares in Q2 2021, an estimated $245K.
Institute for Wealth Management first reported a position in Garmin in Q4 2018 and held it in 9 quarters.
Institute for Wealth Management's Garmin position peaked at $524K in Q4 2018.
659 funds tracked by Wall St. Rank held Garmin as of Q2 2021.

Based on Institute for Wealth Management's 13F filing for Q2 2021, filed 21 Jul 2021.