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Avior Wealth Management’s Genworth Financial GNW Stock Holding History

Avior 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
-100
Closed -$643 – 2860
2024
Q1 		$643 Buy
+100
New +$626 ﹤0.01% 2503

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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

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

Avior Wealth Management sold out of Genworth Financial (GNW) in Q2 2024, closing a stake of 100 shares — an estimated $643 sold.

Avior Wealth Management first reported a position in GNW in Q1 2024 and held it in 1 quarter. The position peaked at $643 in Q1 2024. 343 funds tracked by Wall St. Rank hold GNW as of Q2 2024.

  • Avior Wealth Management reported no remaining Genworth Financial position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 100 Genworth Financial shares in Q2 2024, an estimated $643.
  • Avior Wealth Management first reported a position in Genworth Financial in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Genworth Financial position peaked at $643 in Q1 2024.
  • 343 funds tracked by Wall St. Rank held Genworth Financial as of Q2 2024.

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