WealthPLAN Partners’s Garmin GRMN Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-683	Closed	-$71.2K	–	630
2023 Q2	$71.2K	Sell	683 -182	-21%	-$18.6K	0.01%	448
2023 Q1	$87.3K	Buy	+865	New	+$84.4K	0.01%	457
2016 Q3	$40.3K	Hold	840	–	–	0.01%	372
2016 Q2	$35.6K	Buy	+840	New	+$34.9K	﹤0.01%	1083
2015 Q4	$31.3K	Buy	+2,520	New	+$91.7K	0.01%	749

Other funds holding GRMN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's GRMN Position: Q3 2023 in Review

WealthPLAN Partners sold out of Garmin (GRMN) in Q3 2023, closing a stake of 683 shares — an estimated $71.2K sold.

WealthPLAN Partners first reported a position in GRMN in Q4 2015 and held it in 5 quarters. The position peaked at $87.3K in Q1 2023. 659 funds tracked by Wall St. Rank hold GRMN as of Q3 2023.

WealthPLAN Partners reported no remaining Garmin position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 683 Garmin shares in Q3 2023, an estimated $71.2K.
WealthPLAN Partners first reported a position in Garmin in Q4 2015 and held it in 5 quarters.
WealthPLAN Partners's Garmin position peaked at $87.3K in Q1 2023.
659 funds tracked by Wall St. Rank held Garmin as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.