CM Wealth Advisors’s Genpact G Stock Holding History

CM Wealth Advisors’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	-25,760	Closed	-$1.11M	–	265
2023 Q1	$1.11M	Buy	+25,760	New	+$1.2M	0.22%	133

Other funds holding G

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

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

NIEF

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CM Wealth Advisors's G Position: Q2 2023 in Review

CM Wealth Advisors sold out of Genpact (G) in Q2 2023, closing a stake of 25,760 shares — an estimated $1.11M sold.

CM Wealth Advisors first reported a position in G in Q1 2023 and held it in 1 quarter. The position peaked at $1.11M in Q1 2023. 356 funds tracked by Wall St. Rank hold G as of Q2 2023.

CM Wealth Advisors reported no remaining Genpact position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 25,760 Genpact shares in Q2 2023, an estimated $1.11M.
CM Wealth Advisors first reported a position in Genpact in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Genpact position peaked at $1.11M in Q1 2023.
356 funds tracked by Wall St. Rank held Genpact as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.