PFGIA
GMS

Patriot Financial Group Insurance Agency’s GMS Inc GMS Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q2 		– Sell
-450
Closed -$22K – 2076
2022
Q1 		$22K Hold
450
– – ﹤0.01% 1052
2021
Q4 		$27K Hold
450
– – ﹤0.01% 1090
2021
Q3 		$20K Buy
+450
New +$21.5K ﹤0.01% 1213

Other funds holding GMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return

Patriot Financial Group Insurance Agency's GMS Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of GMS Inc (GMS) in Q2 2022, closing a stake of 450 shares — an estimated $22K sold.

Patriot Financial Group Insurance Agency first reported a position in GMS in Q3 2021 and held it in 3 quarters. The position peaked at $27K in Q4 2021. 209 funds tracked by Wall St. Rank hold GMS as of Q2 2022.

  • Patriot Financial Group Insurance Agency reported no remaining GMS Inc position as of Q2 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 450 GMS Inc shares in Q2 2022, an estimated $22K.
  • Patriot Financial Group Insurance Agency first reported a position in GMS Inc in Q3 2021 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's GMS Inc position peaked at $27K in Q4 2021.
  • 209 funds tracked by Wall St. Rank held GMS Inc as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.