CFFP
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Center for Financial Planning’s Generac Holdings GNRC Stock Holding History

Center for Financial Planning’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
-20
Closed -$4K – 474
2020
Q3 		$4K Buy
+20
New +$3.29K ﹤0.01% 372

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

Center for Financial Planning's GNRC Position: Q4 2020 in Review

Center for Financial Planning sold out of Generac Holdings (GNRC) in Q4 2020, closing a stake of 20 shares — an estimated $4K sold.

Center for Financial Planning first reported a position in GNRC in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 585 funds tracked by Wall St. Rank hold GNRC as of Q4 2020.

  • Center for Financial Planning reported no remaining Generac Holdings position as of Q4 2020 after selling out during the quarter.
  • Center for Financial Planning sold 20 Generac Holdings shares in Q4 2020, an estimated $4K.
  • Center for Financial Planning first reported a position in Generac Holdings in Q3 2020 and held it in 1 quarter.
  • Center for Financial Planning's Generac Holdings position peaked at $4K in Q3 2020.
  • 585 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2020.

Based on Center for Financial Planning's 13F filing for Q4 2020, filed 9 Feb 2021.