WAS
GRMN

WESPAC Advisors SoCal’s Garmin GRMN Stock Holding History

WESPAC Advisors SoCal’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
Q2 		– Sell
-3,300
Closed -$391K – 80
2022
Q1 		$391K Sell
3,300
-205
-6% -$24.7K 0.12% 74
2021
Q4 		$439K Sell
3,505
-70
-2% -$10.1K 0.13% 68
2021
Q3 		$562K Buy
+3,575
New +$581K 0.18% 64
2018
Q1 		– Sell
-125
Closed -$7K – 280
2017
Q4 		$7K Buy
+125
New +$7.33K ﹤0.01% 199

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WESPAC Advisors SoCal's GRMN Position: Q2 2022 in Review

WESPAC Advisors SoCal sold out of Garmin (GRMN) in Q2 2022, closing a stake of 3,300 shares — an estimated $391K sold.

WESPAC Advisors SoCal first reported a position in GRMN in Q4 2017 and held it in 4 quarters. The position peaked at $562K in Q3 2021. 660 funds tracked by Wall St. Rank hold GRMN as of Q2 2022.

  • WESPAC Advisors SoCal reported no remaining Garmin position as of Q2 2022 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 3,300 Garmin shares in Q2 2022, an estimated $391K.
  • WESPAC Advisors SoCal first reported a position in Garmin in Q4 2017 and held it in 4 quarters.
  • WESPAC Advisors SoCal's Garmin position peaked at $562K in Q3 2021.
  • 660 funds tracked by Wall St. Rank held Garmin as of Q2 2022.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2022, filed 19 Jul 2022.