San Luis Wealth Advisors’s Garmin GRMN Stock Holding History

San Luis 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 Q2	–	Sell	-8,456	Closed	-$853K	–	173
2023 Q1	$853K	Sell	8,456 -1,981	-19%	-$193K	0.33%	82
2022 Q4	$963K	Buy	+10,437	New	+$922K	0.9%	38

Other funds holding GRMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

San Luis Wealth Advisors's GRMN Position: Q2 2023 in Review

San Luis Wealth Advisors sold out of Garmin (GRMN) in Q2 2023, closing a stake of 8,456 shares — an estimated $853K sold.

San Luis Wealth Advisors first reported a position in GRMN in Q4 2022 and held it in 2 quarters. The position peaked at $963K in Q4 2022. 667 funds tracked by Wall St. Rank hold GRMN as of Q2 2023.

San Luis Wealth Advisors reported no remaining Garmin position as of Q2 2023 after selling out during the quarter.
San Luis Wealth Advisors sold 8,456 Garmin shares in Q2 2023, an estimated $853K.
San Luis Wealth Advisors first reported a position in Garmin in Q4 2022 and held it in 2 quarters.
San Luis Wealth Advisors's Garmin position peaked at $963K in Q4 2022.
667 funds tracked by Wall St. Rank held Garmin as of Q2 2023.

Based on San Luis Wealth Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.