WAM
GRMN

Wealthspire Advisors (Maryland)’s Garmin GRMN Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,341
Closed -$116K – 1081
2019
Q1 		$116K Sell
1,341
-25
-2% -$1.88K 0.01% 584
2018
Q4 		$86K Buy
1,366
+104
+8% +$6.73K 0.01% 655
2018
Q3 		$88K Buy
1,262
+1,000
+382% +$65.5K 0.01% 742
2018
Q2 		$16K Buy
262
+54
+26% +$3.24K ﹤0.01% 1395
2018
Q1 		$12K Buy
208
+14
+7% +$857 ﹤0.01% 1492
2017
Q4 		$12K Buy
194
+23
+13% +$1.35K ﹤0.01% 1515
2017
Q3 		$9K Buy
171
+21
+14% +$1.09K ﹤0.01% 1611
2017
Q2 		$8K Buy
150
+11
+8% +$564 ﹤0.01% 1617
2017
Q1 		$7K Buy
139
+20
+17% +$1.01K ﹤0.01% 1445
2016
Q4 		$6K Buy
119
+9
+8% +$448 ﹤0.01% 1349
2016
Q3 		$5K Sell
110
-11
-9% -$543 ﹤0.01% 1383
2016
Q2 		$5K Buy
121
+60
+98% +$2.5K ﹤0.01% 1338
2016
Q1 		$2K Sell
61
-85
-58% -$3.16K ﹤0.01% 1532
2015
Q4 		$5K Buy
+146
New +$5.31K ﹤0.01% 1349

Other funds holding GRMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wealthspire Advisors (Maryland)'s GRMN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Garmin (GRMN) in Q2 2019, closing a stake of 1,341 shares — an estimated $116K sold.

Wealthspire Advisors (Maryland) first reported a position in GRMN in Q4 2015 and held it in 14 quarters. The position peaked at $116K in Q1 2019. 504 funds tracked by Wall St. Rank hold GRMN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Garmin position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,341 Garmin shares in Q2 2019, an estimated $116K.
  • Wealthspire Advisors (Maryland) first reported a position in Garmin in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Garmin position peaked at $116K in Q1 2019.
  • 504 funds tracked by Wall St. Rank held Garmin as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.