Concord Wealth Partners’s Genpact G Stock Holding History

Concord 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
2023 Q1	–	Sell	-19	Closed	-$880	–	1086
2022 Q4	$880	Buy	+19	New	+$864	﹤0.01%	1086
2022 Q3	–	Sell	-19	Closed	-$1K	–	527
2022 Q2	$1K	Hold	19	–	–	﹤0.01%	1137
2022 Q1	$1K	Buy	+19	New	+$881	﹤0.01%	1201

Other funds holding G

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

Concord Wealth Partners's G Position: Q1 2023 in Review

Concord Wealth Partners sold out of Genpact (G) in Q1 2023, closing a stake of 19 shares — an estimated $880 sold.

Concord Wealth Partners first reported a position in G in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 379 funds tracked by Wall St. Rank hold G as of Q1 2023.

Concord Wealth Partners reported no remaining Genpact position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 19 Genpact shares in Q1 2023, an estimated $880.
Concord Wealth Partners first reported a position in Genpact in Q1 2022 and held it in 3 quarters.
Concord Wealth Partners's Genpact position peaked at $1K in Q2 2022.
379 funds tracked by Wall St. Rank held Genpact as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.