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Atticus Wealth Management’s Generac Holdings GNRC Stock Holding History

Atticus Wealth Management’s Portfolio GNRC Stock Details GNRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11
Closed -$1.2K – 581
2023
Q3 		$1.2K Hold
11
– – ﹤0.01% 531
2023
Q2 		$1.64K Hold
11
– – ﹤0.01% 507
2023
Q1 		$1.19K Hold
11
– – ﹤0.01% 494
2022
Q4 		$1.11K Hold
11
– – ﹤0.01% 487
2022
Q3 		$2K Hold
11
– – ﹤0.01% 499
2022
Q2 		$2K Hold
11
– – ﹤0.01% 532
2022
Q1 		$3K Hold
11
– – ﹤0.01% 495
2021
Q4 		$4K Sell
11
-269
-96% -$112K ﹤0.01% 397
2021
Q3 		$114K Sell
280
-303
-52% -$130K 0.05% 146
2021
Q2 		$242K Buy
583
+169
+41% +$56.7K 0.11% 101
2021
Q1 		$136K Buy
+414
New +$122K 0.06% 137

Other funds holding GNRC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Atticus Wealth Management's GNRC Position: Q4 2023 in Review

Atticus Wealth Management sold out of Generac Holdings (GNRC) in Q4 2023, closing a stake of 11 shares — an estimated $1.2K sold.

Atticus Wealth Management first reported a position in GNRC in Q1 2021 and held it in 11 quarters. The position peaked at $242K in Q2 2021. 699 funds tracked by Wall St. Rank hold GNRC as of Q4 2023.

  • Atticus Wealth Management reported no remaining Generac Holdings position as of Q4 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 11 Generac Holdings shares in Q4 2023, an estimated $1.2K.
  • Atticus Wealth Management first reported a position in Generac Holdings in Q1 2021 and held it in 11 quarters.
  • Atticus Wealth Management's Generac Holdings position peaked at $242K in Q2 2021.
  • 699 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2023.

Based on Atticus Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.