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Sutton Wealth Advisors’s Globus Medical GMED Stock Holding History

Sutton Wealth Advisors’s Portfolio GMED Stock Details GMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10
Closed -$743 – 1106
2022
Q4 		$743 Hold
10
– – ﹤0.01% 1411
2022
Q3 		$596 Sell
10
-6
-38% -$361 ﹤0.01% 1438
2022
Q2 		$898 Hold
16
– – ﹤0.01% 1312
2022
Q1 		$1.18K Buy
16
+7
+78% +$487 ﹤0.01% 1297
2021
Q4 		$650 Buy
+9
New +$653 ﹤0.01% 1444

Other funds holding GMED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Sutton Wealth Advisors's GMED Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Globus Medical (GMED) in Q1 2023, closing a stake of 10 shares — an estimated $743 sold.

Sutton Wealth Advisors first reported a position in GMED in Q4 2021 and held it in 5 quarters. The position peaked at $1.18K in Q1 2022. 390 funds tracked by Wall St. Rank hold GMED as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Globus Medical position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 10 Globus Medical shares in Q1 2023, an estimated $743.
  • Sutton Wealth Advisors first reported a position in Globus Medical in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's Globus Medical position peaked at $1.18K in Q1 2022.
  • 390 funds tracked by Wall St. Rank held Globus Medical as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.