SW
GMS

Simplicity Wealth’s GMS Inc GMS Stock Holding History

Simplicity Wealth’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
Q4 		– Sell
-8,735
Closed -$791K – 414
2024
Q3 		$791K Buy
8,735
+293
+3% +$25.9K 0.07% 227
2024
Q2 		$681K Buy
8,442
+16
+0.2% +$1.48K 0.02% 641
2024
Q1 		$820K Buy
+8,426
New +$737K 0.02% 577

Other funds holding GMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $481B AUM 30.42% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Wealth's GMS Position: Q4 2024 in Review

Simplicity Wealth sold out of GMS Inc (GMS) in Q4 2024, closing a stake of 8,735 shares — an estimated $791K sold.

Simplicity Wealth first reported a position in GMS in Q1 2024 and held it in 3 quarters. The position peaked at $820K in Q1 2024. 268 funds tracked by Wall St. Rank hold GMS as of Q4 2024.

  • Simplicity Wealth reported no remaining GMS Inc position as of Q4 2024 after selling out during the quarter.
  • Simplicity Wealth sold 8,735 GMS Inc shares in Q4 2024, an estimated $791K.
  • Simplicity Wealth first reported a position in GMS Inc in Q1 2024 and held it in 3 quarters.
  • Simplicity Wealth's GMS Inc position peaked at $820K in Q1 2024.
  • 268 funds tracked by Wall St. Rank held GMS Inc as of Q4 2024.

Based on Simplicity Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.