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TCI Wealth Advisors’s Globus Medical GMED Stock Holding History

TCI 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
Q2 		– Sell
-61
Closed -$3.46K – 1012
2023
Q1 		$3.46K Sell
61
-70
-53% -$4.49K ﹤0.01% 1771
2022
Q4 		$9.73K Buy
131
+70
+115% +$4.77K ﹤0.01% 1089
2022
Q3 		$4K Buy
61
+3
+5% +$181 ﹤0.01% 1605
2022
Q2 		$3K Hold
58
– – ﹤0.01% 1802
2022
Q1 		$4K Hold
58
– – ﹤0.01% 1701
2021
Q4 		$4K Hold
58
– – ﹤0.01% 1816
2021
Q3 		$4K Hold
58
– – ﹤0.01% 1743
2021
Q2 		$4K Hold
58
– – ﹤0.01% 1573
2021
Q1 		$4K Hold
58
– – ﹤0.01% 1371
2020
Q4 		$4K Buy
58
+51
+729% +$2.93K ﹤0.01% 963
2020
Q3 		$0 Buy
+7
New +$361 ﹤0.01% 1575

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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

TCI Wealth Advisors's GMED Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Globus Medical (GMED) in Q2 2023, closing a stake of 61 shares — an estimated $3.46K sold.

TCI Wealth Advisors first reported a position in GMED in Q3 2020 and held it in 11 quarters. The position peaked at $9.73K in Q4 2022. 382 funds tracked by Wall St. Rank hold GMED as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Globus Medical position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 61 Globus Medical shares in Q2 2023, an estimated $3.46K.
  • TCI Wealth Advisors first reported a position in Globus Medical in Q3 2020 and held it in 11 quarters.
  • TCI Wealth Advisors's Globus Medical position peaked at $9.73K in Q4 2022.
  • 382 funds tracked by Wall St. Rank held Globus Medical as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.