Wealth Alliance’s Globus Medical GMED Stock Holding History

Wealth Alliance’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 Q1	–	Sell	-3,432	Closed	-$255K	–	519
2022 Q4	$255K	Buy	+3,432	New	+$234K	0.05%	389

Other funds holding GMED

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

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

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

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

CIP

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

Wealth Alliance's GMED Position: Q1 2023 in Review

Wealth Alliance sold out of Globus Medical (GMED) in Q1 2023, closing a stake of 3,432 shares — an estimated $255K sold.

Wealth Alliance first reported a position in GMED in Q4 2022 and held it in 1 quarter. The position peaked at $255K in Q4 2022. 390 funds tracked by Wall St. Rank hold GMED as of Q1 2023.

Wealth Alliance reported no remaining Globus Medical position as of Q1 2023 after selling out during the quarter.
Wealth Alliance sold 3,432 Globus Medical shares in Q1 2023, an estimated $255K.
Wealth Alliance first reported a position in Globus Medical in Q4 2022 and held it in 1 quarter.
Wealth Alliance's Globus Medical position peaked at $255K in Q4 2022.
390 funds tracked by Wall St. Rank held Globus Medical as of Q1 2023.

Based on Wealth Alliance's 13F filing for Q1 2023, filed 11 May 2023.