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Abound Wealth Management’s Genworth Financial GNW Stock Holding History

Abound 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
2024
Q2 		– Sell
-53
Closed -$341 – 1228
2024
Q1 		$341 Hold
53
– – ﹤0.01% 1072
2023
Q4 		$355 Hold
53
– – ﹤0.01% 1084
2023
Q3 		$311 Hold
53
– – ﹤0.01% 1005
2023
Q2 		$265 Buy
+53
New +$290 ﹤0.01% 1104

Other funds holding GNW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Abound Wealth Management's GNW Position: Q2 2024 in Review

Abound Wealth Management sold out of Genworth Financial (GNW) in Q2 2024, closing a stake of 53 shares — an estimated $341 sold.

Abound Wealth Management first reported a position in GNW in Q2 2023 and held it in 4 quarters. The position peaked at $355 in Q4 2023. 343 funds tracked by Wall St. Rank hold GNW as of Q2 2024.

  • Abound Wealth Management reported no remaining Genworth Financial position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 53 Genworth Financial shares in Q2 2024, an estimated $341.
  • Abound Wealth Management first reported a position in Genworth Financial in Q2 2023 and held it in 4 quarters.
  • Abound Wealth Management's Genworth Financial position peaked at $355 in Q4 2023.
  • 343 funds tracked by Wall St. Rank held Genworth Financial as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.