MWA
GRMN

Moser Wealth Advisors’s Garmin GRMN Stock Holding History

Moser 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
2023
Q3 		– Sell
-2,090
Closed -$218K – 136
2023
Q2 		$218K Buy
+2,090
New +$214K 0.15% 65
2022
Q4 		$476K Sell
5,161
-800
-13% -$70.7K 0.36% 53
2022
Q3 		$479K Sell
5,961
-100
-2% -$9.45K 0.37% 51
2022
Q2 		$595K Sell
6,061
-299
-5% -$31.5K 0.44% 50
2022
Q1 		$754K Buy
6,360
+400
+7% +$48.1K 0.47% 47
2021
Q4 		$812K Buy
5,960
+375
+7% +$54.2K 0.49% 45
2021
Q3 		$868K Hold
5,585
– – 0.56% 44
2021
Q2 		$808K Buy
5,585
+350
+7% +$49.1K 0.52% 46
2021
Q1 		$690K Buy
5,235
+125
+2% +$15.6K 0.48% 46
2020
Q4 		$611K Buy
5,110
+150
+3% +$16.6K 0.45% 45
2020
Q3 		$471K Buy
+4,960
New +$496K 0.37% 45

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moser Wealth Advisors's GRMN Position: Q3 2023 in Review

Moser Wealth Advisors sold out of Garmin (GRMN) in Q3 2023, closing a stake of 2,090 shares — an estimated $218K sold.

Moser Wealth Advisors first reported a position in GRMN in Q3 2020 and held it in 11 quarters. The position peaked at $868K in Q3 2021. 659 funds tracked by Wall St. Rank hold GRMN as of Q3 2023.

  • Moser Wealth Advisors reported no remaining Garmin position as of Q3 2023 after selling out during the quarter.
  • Moser Wealth Advisors sold 2,090 Garmin shares in Q3 2023, an estimated $218K.
  • Moser Wealth Advisors first reported a position in Garmin in Q3 2020 and held it in 11 quarters.
  • Moser Wealth Advisors's Garmin position peaked at $868K in Q3 2021.
  • 659 funds tracked by Wall St. Rank held Garmin as of Q3 2023.

Based on Moser Wealth Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.