OWA
GMS

One Wealth Advisors’s GMS Inc GMS Stock Holding History

One Wealth Advisors’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,832
Closed -$276K – 243
2024
Q1 		$276K Sell
2,832
-87
-3% -$7.61K 0.05% 189
2023
Q4 		$241K Buy
+2,919
New +$195K 0.05% 187
2023
Q3 		– Sell
-2,929
Closed -$203K – 200
2023
Q2 		$203K Buy
+2,929
New +$181K 0.04% 202

Other funds holding GMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

One Wealth Advisors's GMS Position: Q2 2024 in Review

One Wealth Advisors sold out of GMS Inc (GMS) in Q2 2024, closing a stake of 2,832 shares — an estimated $276K sold.

One Wealth Advisors first reported a position in GMS in Q2 2023 and held it in 3 quarters. The position peaked at $276K in Q1 2024. 289 funds tracked by Wall St. Rank hold GMS as of Q2 2024.

  • One Wealth Advisors reported no remaining GMS Inc position as of Q2 2024 after selling out during the quarter.
  • One Wealth Advisors sold 2,832 GMS Inc shares in Q2 2024, an estimated $276K.
  • One Wealth Advisors first reported a position in GMS Inc in Q2 2023 and held it in 3 quarters.
  • One Wealth Advisors's GMS Inc position peaked at $276K in Q1 2024.
  • 289 funds tracked by Wall St. Rank held GMS Inc as of Q2 2024.

Based on One Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.