Simplicity Wealth’s Garmin GRMN Stock Holding History

Simplicity Wealth’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
2024 Q3	–	Sell	-4,707	Closed	-$767K	–	775
2024 Q2	$767K	Buy	4,707 +144	+3%	+$22.7K	0.02%	611
2024 Q1	$679K	Buy	+4,563	New	+$601K	0.02%	631

Other funds holding GRMN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Wealth's GRMN Position: Q3 2024 in Review

Simplicity Wealth sold out of Garmin (GRMN) in Q3 2024, closing a stake of 4,707 shares — an estimated $767K sold.

Simplicity Wealth first reported a position in GRMN in Q1 2024 and held it in 2 quarters. The position peaked at $767K in Q2 2024. 813 funds tracked by Wall St. Rank hold GRMN as of Q3 2024.

Simplicity Wealth reported no remaining Garmin position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 4,707 Garmin shares in Q3 2024, an estimated $767K.
Simplicity Wealth first reported a position in Garmin in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Garmin position peaked at $767K in Q2 2024.
813 funds tracked by Wall St. Rank held Garmin as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.