AWM
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Avior Wealth Management’s Genpact G Stock Holding History

Avior Wealth Management’s Portfolio G Stock Details G Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14
Closed -$548 – 2502
2024
Q3 		$548 Buy
+14
New +$506 ﹤0.01% 2160
2024
Q2 		– Sell
-8,715
Closed -$287K – 2822
2024
Q1 		$287K Sell
8,715
-2,825
-24% -$98.2K 0.01% 598
2023
Q4 		$401K Buy
11,540
+268
+2% +$9.24K 0.02% 391
2023
Q3 		$408K Buy
11,272
+1,617
+17% +$60K 0.03% 373
2023
Q2 		$363K Buy
9,655
+1,082
+13% +$43.6K 0.02% 418
2023
Q1 		$396K Buy
8,573
+94
+1% +$4.39K 0.03% 408
2022
Q4 		$393K Buy
+8,479
New +$386K 0.03% 357
2019
Q1 		– Sell
-6,024
Closed -$162K – 671
2018
Q4 		$162K Buy
+6,024
New +$172K 0.04% 357

Other funds holding G

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
NIEF
Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avior Wealth Management's G Position: Q4 2024 in Review

Avior Wealth Management sold out of Genpact (G) in Q4 2024, closing a stake of 14 shares — an estimated $548 sold.

Avior Wealth Management first reported a position in G in Q4 2018 and held it in 8 quarters. The position peaked at $408K in Q3 2023. 420 funds tracked by Wall St. Rank hold G as of Q4 2024.

  • Avior Wealth Management reported no remaining Genpact position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 14 Genpact shares in Q4 2024, an estimated $548.
  • Avior Wealth Management first reported a position in Genpact in Q4 2018 and held it in 8 quarters.
  • Avior Wealth Management's Genpact position peaked at $408K in Q3 2023.
  • 420 funds tracked by Wall St. Rank held Genpact as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.