Connectus Wealth’s Genuine Parts GPC Stock Holding History

Connectus Wealth’s Portfolio GPC Stock Details GPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,753	Closed	-$686K	–	519
2023 Q3	$686K	Buy	+4,753	New	+$738K	0.02%	363
2022 Q4	–	Sell	-11,075	Closed	-$1.66M	–	464
2022 Q3	$1.66M	Buy	11,075 +876	+9%	+$132K	0.03%	272
2022 Q2	$1.36M	Buy	+10,199	New	+$1.36M	0.03%	236

Other funds holding GPC

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Connectus Wealth's GPC Position: Q4 2023 in Review

Connectus Wealth sold out of Genuine Parts (GPC) in Q4 2023, closing a stake of 4,753 shares — an estimated $686K sold.

Connectus Wealth first reported a position in GPC in Q2 2022 and held it in 3 quarters. The position peaked at $1.66M in Q3 2022. 1,143 funds tracked by Wall St. Rank hold GPC as of Q4 2023.

Connectus Wealth reported no remaining Genuine Parts position as of Q4 2023 after selling out during the quarter.
Connectus Wealth sold 4,753 Genuine Parts shares in Q4 2023, an estimated $686K.
Connectus Wealth first reported a position in Genuine Parts in Q2 2022 and held it in 3 quarters.
Connectus Wealth's Genuine Parts position peaked at $1.66M in Q3 2022.
1,143 funds tracked by Wall St. Rank held Genuine Parts as of Q4 2023.

Based on Connectus Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.