TrueWealth Advisors’s Garmin GRMN Stock Holding History

TrueWealth 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
2024 Q4	–	Sell	-2,204	Closed	-$388K	–	232
2024 Q3	$388K	Buy	2,204 +534	+32%	+$92.3K	0.13%	145
2024 Q2	$272K	Buy	+1,670	New	+$263K	0.1%	182

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

Norges Bank Oslo, Norway $935B AUM

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

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

TrueWealth Advisors's GRMN Position: Q4 2024 in Review

TrueWealth Advisors sold out of Garmin (GRMN) in Q4 2024, closing a stake of 2,204 shares — an estimated $388K sold.

TrueWealth Advisors first reported a position in GRMN in Q2 2024 and held it in 2 quarters. The position peaked at $388K in Q3 2024. 907 funds tracked by Wall St. Rank hold GRMN as of Q4 2024.

TrueWealth Advisors reported no remaining Garmin position as of Q4 2024 after selling out during the quarter.
TrueWealth Advisors sold 2,204 Garmin shares in Q4 2024, an estimated $388K.
TrueWealth Advisors first reported a position in Garmin in Q2 2024 and held it in 2 quarters.
TrueWealth Advisors's Garmin position peaked at $388K in Q3 2024.
907 funds tracked by Wall St. Rank held Garmin as of Q4 2024.

Based on TrueWealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.