IRAG
GMS

Investment Research & Advisory Group’s GMS Inc GMS Stock Holding History

Investment Research & Advisory Group’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-41,281
Closed -$1.26M – 142
2020
Q4 		$1.26M Hold
41,281
– – 0.93% 33
2020
Q3 		$995K Hold
41,281
– – 0.83% 34
2020
Q2 		$1M Hold
41,281
– – 0.9% 33
2020
Q1 		$649K Hold
41,281
– – 0.6% 29
2019
Q4 		$1.12M Buy
+41,281
New +$1.21M 1.03% 24

Other funds holding GMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return

Investment Research & Advisory Group's GMS Position: Q1 2021 in Review

Investment Research & Advisory Group sold out of GMS Inc (GMS) in Q1 2021, closing a stake of 41,281 shares — an estimated $1.26M sold.

Investment Research & Advisory Group first reported a position in GMS in Q4 2019 and held it in 5 quarters. The position peaked at $1.26M in Q4 2020. 188 funds tracked by Wall St. Rank hold GMS as of Q1 2021.

  • Investment Research & Advisory Group reported no remaining GMS Inc position as of Q1 2021 after selling out during the quarter.
  • Investment Research & Advisory Group sold 41,281 GMS Inc shares in Q1 2021, an estimated $1.26M.
  • Investment Research & Advisory Group first reported a position in GMS Inc in Q4 2019 and held it in 5 quarters.
  • Investment Research & Advisory Group's GMS Inc position peaked at $1.26M in Q4 2020.
  • 188 funds tracked by Wall St. Rank held GMS Inc as of Q1 2021.

Based on Investment Research & Advisory Group's 13F filing for Q1 2021, filed 29 Apr 2021.