WealthSource Partners’s Garmin GRMN Stock Holding History

WealthSource 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
2022 Q3	–	Sell	-5,626	Closed	-$553K	–	515
2022 Q2	$553K	Buy	5,626 +60	+1%	+$6.32K	0.04%	294
2022 Q1	$660K	Sell	5,566 -15	-0.3%	-$1.8K	0.04%	295
2021 Q4	$760K	Hold	5,581	–	–	0.06%	235
2021 Q3	$868K	Buy	5,581 +108	+2%	+$17.6K	0.08%	190
2021 Q2	$792K	Sell	5,473 -6	-0.1%	-$842	0.07%	196
2021 Q1	$722K	Sell	5,479 -65	-1%	-$8.09K	0.07%	193
2020 Q4	$663K	Sell	5,544 -26	-0.5%	-$2.88K	0.08%	165
2020 Q3	$528K	Sell	5,570 -10	-0.2%	-$1K	0.07%	186
2020 Q2	$544K	Hold	5,580	–	–	0.08%	176
2020 Q1	$418K	Sell	5,580 -441	-7%	-$39.9K	0.07%	194
2019 Q4	$587K	Sell	6,021 -10	-0.2%	-$932	0.08%	203
2019 Q3	$511K	Sell	6,031 -156	-3%	-$12.6K	0.08%	231
2019 Q2	$494K	Buy	+6,187	New	+$506K	0.08%	237

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthSource Partners's GRMN Position: Q3 2022 in Review

WealthSource Partners sold out of Garmin (GRMN) in Q3 2022, closing a stake of 5,626 shares — an estimated $553K sold.

WealthSource Partners first reported a position in GRMN in Q2 2019 and held it in 13 quarters. The position peaked at $868K in Q3 2021. 605 funds tracked by Wall St. Rank hold GRMN as of Q3 2022.

WealthSource Partners reported no remaining Garmin position as of Q3 2022 after selling out during the quarter.
WealthSource Partners sold 5,626 Garmin shares in Q3 2022, an estimated $553K.
WealthSource Partners first reported a position in Garmin in Q2 2019 and held it in 13 quarters.
WealthSource Partners's Garmin position peaked at $868K in Q3 2021.
605 funds tracked by Wall St. Rank held Garmin as of Q3 2022.

Based on WealthSource Partners's 13F filing for Q3 2022, filed 15 Nov 2022.