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CSat Investment Advisory’s Generac Holdings GNRC Stock Holding History

CSat Investment Advisory’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
2021
Q1 		$39K Buy
+120
New +$35.4K 0.03% 250
2020
Q4 		– Sell
-237
Closed -$46K – 700
2020
Q3 		$46K Buy
237
+29
+14% +$4.77K ﹤0.01% 678
2020
Q2 		$25K Buy
+208
New +$21.9K ﹤0.01% 782

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

CSat Investment Advisory's GNRC Position: Q1 2021 in Review

CSat Investment Advisory opened a new position in Generac Holdings (GNRC) in Q1 2021: 120 shares worth $39K. The stake represents 0.03% of the portfolio and ranks #250 among its holdings. This is a return to the name: CSat Investment Advisory previously reported a position in GNRC as recently as Q3 2020.

CSat Investment Advisory first reported a position in GNRC in Q2 2020 and has held it in 3 quarters since. The position peaked at $46K in Q3 2020. 688 funds tracked by Wall St. Rank hold GNRC as of Q1 2021.

  • CSat Investment Advisory held 120 shares of Generac Holdings worth $39K as of Q1 2021.
  • Generac Holdings was a new CSat Investment Advisory position in Q1 2021.
  • Generac Holdings made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #250 holding.
  • CSat Investment Advisory first reported a position in Generac Holdings in Q2 2020 and has held it in 3 quarters since.
  • CSat Investment Advisory's Generac Holdings position peaked at $46K in Q3 2020.
  • 688 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.