KWA
GRMN

Kingswood Wealth Advisors’s Garmin GRMN Stock Holding History

Kingswood 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
2024
Q1 		– Sell
-2,655
Closed -$341K – 648
2023
Q4 		$341K Buy
+2,655
New +$308K 0.04% 432
2023
Q3 		– Sell
-2,618
Closed -$273K – 456
2023
Q2 		$273K Buy
+2,618
New +$267K 0.09% 210

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kingswood Wealth Advisors's GRMN Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of Garmin (GRMN) in Q1 2024, closing a stake of 2,655 shares — an estimated $341K sold.

Kingswood Wealth Advisors first reported a position in GRMN in Q2 2023 and held it in 2 quarters. The position peaked at $341K in Q4 2023. 755 funds tracked by Wall St. Rank hold GRMN as of Q1 2024.

  • Kingswood Wealth Advisors reported no remaining Garmin position as of Q1 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 2,655 Garmin shares in Q1 2024, an estimated $341K.
  • Kingswood Wealth Advisors first reported a position in Garmin in Q2 2023 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Garmin position peaked at $341K in Q4 2023.
  • 755 funds tracked by Wall St. Rank held Garmin as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.