Sutton Wealth Advisors’s Garmin GRMN Stock Holding History

Sutton 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 Q3	$12.5K	Buy	119 +12	+11%	+$1.26K	0.01%	435
2023 Q2	$11.2K	Hold	107	–	–	0.01%	439
2023 Q1	$10.8K	Sell	107 -6	-5%	-$586	0.01%	408
2022 Q4	$10.4K	Buy	113 +100	+769%	+$8.84K	﹤0.01%	930
2022 Q3	$1.04K	Sell	13 -20	-61%	-$1.89K	﹤0.01%	1281
2022 Q2	$3.24K	Sell	33 -7	-18%	-$737	﹤0.01%	1118
2022 Q1	$4.74K	Buy	40 +15	+60%	+$1.8K	﹤0.01%	1092
2021 Q4	$3.4K	Hold	25	–	–	﹤0.01%	1131
2021 Q3	$3.89K	Buy	25 +2	+9%	+$325	﹤0.01%	1094
2021 Q2	$3.33K	Hold	23	–	–	﹤0.01%	1102
2021 Q1	$3.03K	Hold	23	–	–	﹤0.01%	1085
2020 Q4	$2.75K	Buy	23 +10	+77%	+$1.11K	﹤0.01%	1066
2020 Q3	$1.23K	Hold	13	–	–	﹤0.01%	1117
2020 Q2	$1.27K	Buy	13 +9	+225%	+$770	﹤0.01%	1101
2020 Q1	$300	Buy	+4	New	+$362	﹤0.01%	1164

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

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

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

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

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Sutton Wealth Advisors's GRMN Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Garmin (GRMN) stake by 11% in Q3 2023, buying an estimated $1.26K and bringing the position to 119 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #435.

Sutton Wealth Advisors first reported a position in GRMN in Q1 2020 and has held it in 15 quarters since. 660 funds tracked by Wall St. Rank hold GRMN as of Q3 2023.

Sutton Wealth Advisors held 119 shares of Garmin worth $12.5K as of Q3 2023.
Sutton Wealth Advisors bought 12 Garmin shares in Q3 2023, an estimated $1.26K.
Garmin made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #435 holding.
Sutton Wealth Advisors first reported a position in Garmin in Q1 2020 and has held it in 15 quarters since.
660 funds tracked by Wall St. Rank held Garmin as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.