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BerganKDV Wealth Management’s Generac Holdings GNRC Stock Holding History

BerganKDV Wealth Management’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
2020
Q4 		– Sell
-50
Closed -$10K – 973
2020
Q3 		$10K Hold
50
– – ﹤0.01% 504
2020
Q2 		$6K Hold
50
– – ﹤0.01% 607
2020
Q1 		$5K Buy
+50
New +$5.15K ﹤0.01% 581

Other funds holding GNRC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BerganKDV Wealth Management's GNRC Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of Generac Holdings (GNRC) in Q4 2020, closing a stake of 50 shares — an estimated $10K sold.

BerganKDV Wealth Management first reported a position in GNRC in Q1 2020 and held it in 3 quarters. The position peaked at $10K in Q3 2020. 585 funds tracked by Wall St. Rank hold GNRC as of Q4 2020.

  • BerganKDV Wealth Management reported no remaining Generac Holdings position as of Q4 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 50 Generac Holdings shares in Q4 2020, an estimated $10K.
  • BerganKDV Wealth Management first reported a position in Generac Holdings in Q1 2020 and held it in 3 quarters.
  • BerganKDV Wealth Management's Generac Holdings position peaked at $10K in Q3 2020.
  • 585 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.