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Avitas Wealth Management’s Gentex GNTX Stock Holding History

Avitas Wealth Management’s Portfolio GNTX Stock Details GNTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-88,265
Closed -$1.89M – 162
2018
Q3 		$1.89M Buy
88,265
+3,407
+4% +$78.8K 0.54% 85
2018
Q2 		$1.95M Buy
+84,858
New +$2.01M 0.61% 80

Other funds holding GNTX

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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Avitas Wealth Management's GNTX Position: Q4 2018 in Review

Avitas Wealth Management sold out of Gentex (GNTX) in Q4 2018, closing a stake of 88,265 shares — an estimated $1.89M sold.

Avitas Wealth Management first reported a position in GNTX in Q2 2018 and held it in 2 quarters. The position peaked at $1.95M in Q2 2018. 451 funds tracked by Wall St. Rank hold GNTX as of Q4 2018.

  • Avitas Wealth Management reported no remaining Gentex position as of Q4 2018 after selling out during the quarter.
  • Avitas Wealth Management sold 88,265 Gentex shares in Q4 2018, an estimated $1.89M.
  • Avitas Wealth Management first reported a position in Gentex in Q2 2018 and held it in 2 quarters.
  • Avitas Wealth Management's Gentex position peaked at $1.95M in Q2 2018.
  • 451 funds tracked by Wall St. Rank held Gentex as of Q4 2018.

Based on Avitas Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.