MSWM
GRMN

McGlone Suttner Wealth Management’s Garmin GRMN Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-100
Closed -$12.9K – 438
2023
Q4 		$12.9K Buy
+100
New +$11.6K ﹤0.01% 493

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

McGlone Suttner Wealth Management's GRMN Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Garmin (GRMN) in Q1 2024, closing a stake of 100 shares — an estimated $12.9K sold.

McGlone Suttner Wealth Management first reported a position in GRMN in Q4 2023 and held it in 1 quarter. The position peaked at $12.9K in Q4 2023. 755 funds tracked by Wall St. Rank hold GRMN as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Garmin position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 100 Garmin shares in Q1 2024, an estimated $12.9K.
  • McGlone Suttner Wealth Management first reported a position in Garmin in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Garmin position peaked at $12.9K in Q4 2023.
  • 755 funds tracked by Wall St. Rank held Garmin as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.