WIA
GRMN

Wetzel Investment Advisors’s Garmin GRMN Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-145
Closed -$21.6K – 427
2024
Q2 		$21.6K Sell
145
-73
-33% -$11.5K 0.01% 336
2024
Q1 		$30.7K Buy
218
+14
+7% +$1.84K 0.02% 311
2023
Q4 		$26K Buy
+204
New +$23.7K 0.02% 326

Other funds holding GRMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wetzel Investment Advisors's GRMN Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Garmin (GRMN) in Q3 2024, closing a stake of 145 shares — an estimated $21.6K sold.

Wetzel Investment Advisors first reported a position in GRMN in Q4 2023 and held it in 3 quarters. The position peaked at $30.7K in Q1 2024. 813 funds tracked by Wall St. Rank hold GRMN as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Garmin position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 145 Garmin shares in Q3 2024, an estimated $21.6K.
  • Wetzel Investment Advisors first reported a position in Garmin in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Garmin position peaked at $30.7K in Q1 2024.
  • 813 funds tracked by Wall St. Rank held Garmin as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.