9258 Wealth Management’s Genworth Financial GNW Stock Holding History

9258 Wealth Management’s Portfolio GNW Stock Details GNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-15,840	Closed	-$53K	–	354
2021 Q1	$53K	Buy	15,840 +2,740	+21%	+$9.02K	0.02%	332
2020 Q4	$50K	Hold	13,100	–	–	0.02%	309
2020 Q3	$51K	Hold	13,100	–	–	0.02%	293
2020 Q2	$30K	Hold	13,100	–	–	0.01%	282
2020 Q1	$44K	Sell	13,100 -581	-4%	-$2.41K	0.02%	267
2019 Q4	$60K	Buy	+13,681	New	+$57.5K	0.02%	308

Other funds holding GNW

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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SCM

Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

9258 Wealth Management's GNW Position: Q2 2021 in Review

9258 Wealth Management sold out of Genworth Financial (GNW) in Q2 2021, closing a stake of 15,840 shares — an estimated $53K sold.

9258 Wealth Management first reported a position in GNW in Q4 2019 and held it in 6 quarters. The position peaked at $60K in Q4 2019. 252 funds tracked by Wall St. Rank hold GNW as of Q2 2021.

9258 Wealth Management reported no remaining Genworth Financial position as of Q2 2021 after selling out during the quarter.
9258 Wealth Management sold 15,840 Genworth Financial shares in Q2 2021, an estimated $53K.
9258 Wealth Management first reported a position in Genworth Financial in Q4 2019 and held it in 6 quarters.
9258 Wealth Management's Genworth Financial position peaked at $60K in Q4 2019.
252 funds tracked by Wall St. Rank held Genworth Financial as of Q2 2021.

Based on 9258 Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.