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BCR Wealth Strategies’s Generac Holdings GNRC Stock Holding History

BCR Wealth Strategies’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
2022
Q4 		– Sell
-8
Closed -$1K – 52
2022
Q3 		$1K Hold
8
– – ﹤0.01% 89
2022
Q2 		$2K Hold
8
– – ﹤0.01% 82
2022
Q1 		$2K Hold
8
– – ﹤0.01% 93
2021
Q4 		$3K Buy
+8
New +$3.32K ﹤0.01% 92

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCR Wealth Strategies's GNRC Position: Q4 2022 in Review

BCR Wealth Strategies sold out of Generac Holdings (GNRC) in Q4 2022, closing a stake of 8 shares — an estimated $1K sold.

BCR Wealth Strategies first reported a position in GNRC in Q4 2021 and held it in 4 quarters. The position peaked at $3K in Q4 2021. 659 funds tracked by Wall St. Rank hold GNRC as of Q4 2022.

  • BCR Wealth Strategies reported no remaining Generac Holdings position as of Q4 2022 after selling out during the quarter.
  • BCR Wealth Strategies sold 8 Generac Holdings shares in Q4 2022, an estimated $1K.
  • BCR Wealth Strategies first reported a position in Generac Holdings in Q4 2021 and held it in 4 quarters.
  • BCR Wealth Strategies's Generac Holdings position peaked at $3K in Q4 2021.
  • 659 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.