CWC
G icon

Carolinas Wealth Consulting’s Genpact G Stock Holding History

Carolinas Wealth Consulting’s Portfolio G Stock Details G Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-15
Closed -$693 – 1084
2023
Q1 		$693 Hold
15
– – ﹤0.01% 949
2022
Q4 		$695 Buy
+15
New +$682 ﹤0.01% 952
2021
Q3 		– Sell
-253
Closed -$11K – 950
2021
Q2 		$11K Hold
253
– – ﹤0.01% 595
2021
Q1 		$11K Hold
253
– – ﹤0.01% 606
2020
Q4 		$10K Hold
253
– – ﹤0.01% 580
2020
Q3 		$10K Buy
+253
New +$9.97K ﹤0.01% 481

Other funds holding G

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NIEF
Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carolinas Wealth Consulting's G Position: Q2 2023 in Review

Carolinas Wealth Consulting sold out of Genpact (G) in Q2 2023, closing a stake of 15 shares — an estimated $693 sold.

Carolinas Wealth Consulting first reported a position in G in Q3 2020 and held it in 6 quarters. The position peaked at $11K in Q2 2021. 356 funds tracked by Wall St. Rank hold G as of Q2 2023.

  • Carolinas Wealth Consulting reported no remaining Genpact position as of Q2 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 15 Genpact shares in Q2 2023, an estimated $693.
  • Carolinas Wealth Consulting first reported a position in Genpact in Q3 2020 and held it in 6 quarters.
  • Carolinas Wealth Consulting's Genpact position peaked at $11K in Q2 2021.
  • 356 funds tracked by Wall St. Rank held Genpact as of Q2 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2023, filed 14 Aug 2023.