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Crewe Advisors’s Generac Holdings GNRC Stock Holding History

Crewe Advisors’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
2024
Q1 		– Sell
-54
Closed -$6.98K – 965
2023
Q4 		$6.98K Buy
+54
New +$5.92K ﹤0.01% 235
2023
Q3 		– Sell
-100
Closed -$14.9K – 716
2023
Q2 		$14.9K Hold
100
– – ﹤0.01% 367
2023
Q1 		$10.8K Hold
100
– – ﹤0.01% 536
2022
Q4 		$10.1K Sell
100
-8
-7% -$905 ﹤0.01% 551
2022
Q3 		$19K Buy
108
+8
+8% +$1.83K ﹤0.01% 473
2022
Q2 		$21K Hold
100
– – ﹤0.01% 408
2022
Q1 		$30K Hold
100
– – 0.01% 265
2021
Q4 		$35K Hold
100
– – 0.01% 214
2021
Q3 		$41K Hold
100
– – 0.01% 161
2021
Q2 		$42K Buy
+100
New +$33.5K 0.01% 165

Other funds holding GNRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Crewe Advisors's GNRC Position: Q1 2024 in Review

Crewe Advisors sold out of Generac Holdings (GNRC) in Q1 2024, closing a stake of 54 shares — an estimated $6.98K sold.

Crewe Advisors first reported a position in GNRC in Q2 2021 and held it in 10 quarters. The position peaked at $42K in Q2 2021. 683 funds tracked by Wall St. Rank hold GNRC as of Q1 2024.

  • Crewe Advisors reported no remaining Generac Holdings position as of Q1 2024 after selling out during the quarter.
  • Crewe Advisors sold 54 Generac Holdings shares in Q1 2024, an estimated $6.98K.
  • Crewe Advisors first reported a position in Generac Holdings in Q2 2021 and held it in 10 quarters.
  • Crewe Advisors's Generac Holdings position peaked at $42K in Q2 2021.
  • 683 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2024.

Based on Crewe Advisors's 13F filing for Q1 2024, filed 14 May 2024.