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Intercontinental Wealth Advisors’s Globus Medical GMED Stock Holding History

Intercontinental Wealth Advisors’s Portfolio GMED Stock Details GMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,932
Closed -$515K – 308
2022
Q4 		$515K Buy
6,932
+2,352
+51% +$160K 0.15% 154
2022
Q3 		$273K Buy
4,580
+84
+2% +$5.06K 0.09% 237
2022
Q2 		$252K Buy
+4,496
New +$296K 0.07% 247

Other funds holding GMED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Intercontinental Wealth Advisors's GMED Position: Q1 2023 in Review

Intercontinental Wealth Advisors sold out of Globus Medical (GMED) in Q1 2023, closing a stake of 6,932 shares — an estimated $515K sold.

Intercontinental Wealth Advisors first reported a position in GMED in Q2 2022 and held it in 3 quarters. The position peaked at $515K in Q4 2022. 389 funds tracked by Wall St. Rank hold GMED as of Q1 2023.

  • Intercontinental Wealth Advisors reported no remaining Globus Medical position as of Q1 2023 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 6,932 Globus Medical shares in Q1 2023, an estimated $515K.
  • Intercontinental Wealth Advisors first reported a position in Globus Medical in Q2 2022 and held it in 3 quarters.
  • Intercontinental Wealth Advisors's Globus Medical position peaked at $515K in Q4 2022.
  • 389 funds tracked by Wall St. Rank held Globus Medical as of Q1 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.