Legacy Financial Group (Iowa)’s Garmin GRMN Stock Holding History

Legacy Financial Group (Iowa)’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
2023 Q4	–	Sell	-8	Closed	-$842	–	216
2023 Q3	$842	Buy	+8	New	+$841	﹤0.01%	524

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Financial Group (Iowa)'s GRMN Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Garmin (GRMN) in Q4 2023, closing a stake of 8 shares — an estimated $842 sold.

Legacy Financial Group (Iowa) first reported a position in GRMN in Q3 2023 and held it in 1 quarter. The position peaked at $842 in Q3 2023. 735 funds tracked by Wall St. Rank hold GRMN as of Q4 2023.

Legacy Financial Group (Iowa) reported no remaining Garmin position as of Q4 2023 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 8 Garmin shares in Q4 2023, an estimated $842.
Legacy Financial Group (Iowa) first reported a position in Garmin in Q3 2023 and held it in 1 quarter.
Legacy Financial Group (Iowa)'s Garmin position peaked at $842 in Q3 2023.
735 funds tracked by Wall St. Rank held Garmin as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.