Beacon Pointe Advisors’s Genworth Financial GNW Stock Holding History

Beacon Pointe Advisors’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
2021 Q4	–	Sell	-15,000	Closed	-$56K	–	963
2021 Q3	$56K	Hold	15,000	–	–	﹤0.01%	887
2021 Q2	$59K	Buy	+15,000	New	+$59.9K	﹤0.01%	818
2021 Q1	–	Sell	-15,000	Closed	-$57K	–	549
2020 Q4	$57K	Buy	15,000 +3,770	+34%	+$15.5K	﹤0.01%	501
2020 Q3	$38K	Buy	+11,230	New	+$29.9K	﹤0.01%	395

Other funds holding GNW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SCM

Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Beacon Pointe Advisors's GNW Position: Q4 2021 in Review

Beacon Pointe Advisors sold out of Genworth Financial (GNW) in Q4 2021, closing a stake of 15,000 shares — an estimated $56K sold.

Beacon Pointe Advisors first reported a position in GNW in Q3 2020 and held it in 4 quarters. The position peaked at $59K in Q2 2021. 276 funds tracked by Wall St. Rank hold GNW as of Q4 2021.

Beacon Pointe Advisors reported no remaining Genworth Financial position as of Q4 2021 after selling out during the quarter.
Beacon Pointe Advisors sold 15,000 Genworth Financial shares in Q4 2021, an estimated $56K.
Beacon Pointe Advisors first reported a position in Genworth Financial in Q3 2020 and held it in 4 quarters.
Beacon Pointe Advisors's Genworth Financial position peaked at $59K in Q2 2021.
276 funds tracked by Wall St. Rank held Genworth Financial as of Q4 2021.

Based on Beacon Pointe Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.