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Delap Wealth Advisory’s Gates Industrial Corp GTES Stock Holding History

Delap Wealth Advisory’s Portfolio GTES Stock Details GTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-24,985
Closed -$395K – 80
2024
Q2 		$395K Buy
24,985
+3,567
+17% +$60.5K 0.18% 60
2024
Q1 		$379K Buy
+21,418
New +$310K 0.15% 109

Other funds holding GTES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Delap Wealth Advisory's GTES Position: Q3 2024 in Review

Delap Wealth Advisory sold out of Gates Industrial Corp (GTES) in Q3 2024, closing a stake of 24,985 shares — an estimated $395K sold.

Delap Wealth Advisory first reported a position in GTES in Q1 2024 and held it in 2 quarters. The position peaked at $395K in Q2 2024. 316 funds tracked by Wall St. Rank hold GTES as of Q3 2024.

  • Delap Wealth Advisory reported no remaining Gates Industrial Corp position as of Q3 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 24,985 Gates Industrial Corp shares in Q3 2024, an estimated $395K.
  • Delap Wealth Advisory first reported a position in Gates Industrial Corp in Q1 2024 and held it in 2 quarters.
  • Delap Wealth Advisory's Gates Industrial Corp position peaked at $395K in Q2 2024.
  • 316 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q3 2024.

Based on Delap Wealth Advisory's 13F filing for Q3 2024, filed 12 Nov 2024.