Wagner Wealth Management (South Carolina)’s Globus Medical GMED Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-425	Closed	-$25K	–	442
2022 Q3	$25K	Hold	425	–	–	0.02%	281
2022 Q2	$24K	Buy	+425	New	+$27.9K	0.02%	298
2022 Q1	–	Sell	-425	Closed	-$31K	–	396
2021 Q4	$31K	Hold	425	–	–	0.02%	321
2021 Q3	$33K	Hold	425	–	–	0.03%	299
2021 Q2	$33K	Hold	425	–	–	0.02%	314
2021 Q1	$26K	Buy	+425	New	+$26.9K	0.02%	316
2018 Q3	$15K	Hold	263	–	–	0.01%	374
2018 Q2	$13K	Hold	263	–	–	0.01%	363
2018 Q1	$13K	Buy	263 +45	+21%	+$2.12K	0.01%	340
2017 Q4	$13K	Buy	+218	New	+$7.63K	0.01%	363

Other funds holding GMED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s GMED Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Globus Medical (GMED) in Q4 2022, closing a stake of 425 shares — an estimated $25K sold.

Wagner Wealth Management (South Carolina) first reported a position in GMED in Q4 2017 and held it in 10 quarters. The position peaked at $33K in Q3 2021. 390 funds tracked by Wall St. Rank hold GMED as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Globus Medical position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 425 Globus Medical shares in Q4 2022, an estimated $25K.
Wagner Wealth Management (South Carolina) first reported a position in Globus Medical in Q4 2017 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s Globus Medical position peaked at $33K in Q3 2021.
390 funds tracked by Wall St. Rank held Globus Medical as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.