Bridgeworth’s Genworth Financial GNW Stock Holding History

Bridgeworth’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	-13,574	Closed	-$51K	–	152
2021 Q3	$51K	Hold	13,574	–	–	0.01%	135
2021 Q2	$53K	Hold	13,574	–	–	0.02%	131
2021 Q1	$45K	Hold	13,574	–	–	0.01%	128
2020 Q4	$51K	Hold	13,574	–	–	0.02%	125
2020 Q3	$45K	Hold	13,574	–	–	0.02%	122
2020 Q2	$31K	Hold	13,574	–	–	0.01%	124
2020 Q1	$45K	Hold	13,574	–	–	0.02%	121
2019 Q4	$60K	Hold	13,574	–	–	0.02%	134
2019 Q3	$60K	Hold	13,574	–	–	0.02%	130
2019 Q2	$50K	Sell	13,574 -500	-4%	-$1.77K	0.02%	135
2019 Q1	$54K	Hold	14,074	–	–	0.02%	139
2018 Q4	$2K	Buy	+14,074	New	+$60.8K	﹤0.01%	132
2018 Q3	–	Sell	-500	Closed	-$2K	–	284
2018 Q2	$2K	Buy	+500	New	+$1.72K	﹤0.01%	568

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

Bridgeworth's GNW Position: Q4 2021 in Review

Bridgeworth sold out of Genworth Financial (GNW) in Q4 2021, closing a stake of 13,574 shares — an estimated $51K sold.

Bridgeworth first reported a position in GNW in Q2 2018 and held it in 13 quarters. The position peaked at $60K in Q4 2019. 276 funds tracked by Wall St. Rank hold GNW as of Q4 2021.

Bridgeworth reported no remaining Genworth Financial position as of Q4 2021 after selling out during the quarter.
Bridgeworth sold 13,574 Genworth Financial shares in Q4 2021, an estimated $51K.
Bridgeworth first reported a position in Genworth Financial in Q2 2018 and held it in 13 quarters.
Bridgeworth's Genworth Financial position peaked at $60K in Q4 2019.
276 funds tracked by Wall St. Rank held Genworth Financial as of Q4 2021.

Based on Bridgeworth's 13F filing for Q4 2021, filed 10 Feb 2022.