LWM
GRMN

Liberty Wealth Management’s Garmin GRMN Stock Holding History

Liberty 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
Q4 		– Sell
-672
Closed -$104K – 545
2021
Q3 		$104K Buy
672
+3
+0.4% +$488 0.04% 279
2021
Q2 		$97K Buy
669
+4
+0.6% +$562 0.04% 219
2021
Q1 		$78K Hold
665
– – 0.04% 214
2020
Q4 		$78K Buy
665
+7
+1% +$775 0.04% 212
2020
Q3 		$62K Buy
658
+4
+0.6% +$400 0.04% 205
2020
Q2 		$64K Sell
654
-365
-36% -$31.2K 0.05% 198
2020
Q1 		$76K Sell
1,019
-25
-2% -$2.26K 0.07% 168
2019
Q4 		$102K Buy
1,044
+404
+63% +$37.7K 0.08% 157
2019
Q3 		$54K Buy
640
+4
+0.6% +$323 0.05% 215
2019
Q2 		$51K Buy
636
+4
+0.6% +$327 0.04% 243
2019
Q1 		$54K Buy
632
+5
+0.8% +$376 0.04% 192
2018
Q4 		$39K Buy
+627
New +$40.6K 0.03% 213

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Liberty Wealth Management's GRMN Position: Q4 2021 in Review

Liberty Wealth Management sold out of Garmin (GRMN) in Q4 2021, closing a stake of 672 shares — an estimated $104K sold.

Liberty Wealth Management first reported a position in GRMN in Q4 2018 and held it in 12 quarters. The position peaked at $104K in Q3 2021. 718 funds tracked by Wall St. Rank hold GRMN as of Q4 2021.

  • Liberty Wealth Management reported no remaining Garmin position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 672 Garmin shares in Q4 2021, an estimated $104K.
  • Liberty Wealth Management first reported a position in Garmin in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Garmin position peaked at $104K in Q3 2021.
  • 718 funds tracked by Wall St. Rank held Garmin as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.