WR Wealth Planners’s GMS Inc GMS Stock Holding History

WR Wealth Planners’s Portfolio GMS Stock Details GMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4	Closed	-$322	–	1169
2024 Q2	$322	Buy	4 +1	+33%	+$92	﹤0.01%	1075
2024 Q1	$292	Buy	+3	New	+$262	﹤0.01%	1115

Other funds holding GMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

WR Wealth Planners's GMS Position: Q3 2024 in Review

WR Wealth Planners sold out of GMS Inc (GMS) in Q3 2024, closing a stake of 4 shares — an estimated $322 sold.

WR Wealth Planners first reported a position in GMS in Q1 2024 and held it in 2 quarters. The position peaked at $322 in Q2 2024. 278 funds tracked by Wall St. Rank hold GMS as of Q3 2024.

WR Wealth Planners reported no remaining GMS Inc position as of Q3 2024 after selling out during the quarter.
WR Wealth Planners sold 4 GMS Inc shares in Q3 2024, an estimated $322.
WR Wealth Planners first reported a position in GMS Inc in Q1 2024 and held it in 2 quarters.
WR Wealth Planners's GMS Inc position peaked at $322 in Q2 2024.
278 funds tracked by Wall St. Rank held GMS Inc as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.