CFM Wealth Partners’s Genpact G Stock Holding History

CFM Wealth Partners’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
2020 Q3	–	Sell	-1,107	Closed	-$40K	–	266
2020 Q2	$40K	Sell	1,107 -92	-8%	-$3.11K	0.02%	303
2020 Q1	$35K	Buy	+1,199	New	+$46.9K	0.02%	307

Other funds holding G

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

NIEF

Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CFM Wealth Partners's G Position: Q3 2020 in Review

CFM Wealth Partners sold out of Genpact (G) in Q3 2020, closing a stake of 1,107 shares — an estimated $40K sold.

CFM Wealth Partners first reported a position in G in Q1 2020 and held it in 2 quarters. The position peaked at $40K in Q2 2020. 293 funds tracked by Wall St. Rank hold G as of Q3 2020.

CFM Wealth Partners reported no remaining Genpact position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 1,107 Genpact shares in Q3 2020, an estimated $40K.
CFM Wealth Partners first reported a position in Genpact in Q1 2020 and held it in 2 quarters.
CFM Wealth Partners's Genpact position peaked at $40K in Q2 2020.
293 funds tracked by Wall St. Rank held Genpact as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.