TW
GMS

TrinityPoint Wealth’s GMS Inc GMS Stock Holding History

TrinityPoint 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
Q2 		– Sell
-2,200
Closed -$214K – 319
2024
Q1 		$214K Buy
+2,200
New +$192K 0.04% 290

Other funds holding GMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

TrinityPoint Wealth's GMS Position: Q2 2024 in Review

TrinityPoint Wealth sold out of GMS Inc (GMS) in Q2 2024, closing a stake of 2,200 shares — an estimated $214K sold.

TrinityPoint Wealth first reported a position in GMS in Q1 2024 and held it in 1 quarter. The position peaked at $214K in Q1 2024. 289 funds tracked by Wall St. Rank hold GMS as of Q2 2024.

  • TrinityPoint Wealth reported no remaining GMS Inc position as of Q2 2024 after selling out during the quarter.
  • TrinityPoint Wealth sold 2,200 GMS Inc shares in Q2 2024, an estimated $214K.
  • TrinityPoint Wealth first reported a position in GMS Inc in Q1 2024 and held it in 1 quarter.
  • TrinityPoint Wealth's GMS Inc position peaked at $214K in Q1 2024.
  • 289 funds tracked by Wall St. Rank held GMS Inc as of Q2 2024.

Based on TrinityPoint Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.