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Evoke Wealth’s Genworth Financial GNW Stock Holding History

Evoke Wealth’s Portfolio GNW Stock Details GNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,354
Closed -$3K – 1061
2020
Q2 		$3K Hold
1,354
– – ﹤0.01% 788
2020
Q1 		$4.5K Hold
1,354
– – ﹤0.01% 634
2019
Q4 		$5.96K Hold
1,354
– – ﹤0.01% 874
2019
Q3 		$5.96K Buy
+1,354
New +$5.65K ﹤0.01% 955

Other funds holding GNW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
MCP
Maso Capital Partners Hong Kong $60.9M AUM 0.32% 1-Year Est. Return

Evoke Wealth's GNW Position: Q3 2020 in Review

Evoke Wealth sold out of Genworth Financial (GNW) in Q3 2020, closing a stake of 1,354 shares — an estimated $3K sold.

Evoke Wealth first reported a position in GNW in Q3 2019 and held it in 4 quarters. The position peaked at $5.96K in Q4 2019. 270 funds tracked by Wall St. Rank hold GNW as of Q3 2020.

  • Evoke Wealth reported no remaining Genworth Financial position as of Q3 2020 after selling out during the quarter.
  • Evoke Wealth sold 1,354 Genworth Financial shares in Q3 2020, an estimated $3K.
  • Evoke Wealth first reported a position in Genworth Financial in Q3 2019 and held it in 4 quarters.
  • Evoke Wealth's Genworth Financial position peaked at $5.96K in Q4 2019.
  • 270 funds tracked by Wall St. Rank held Genworth Financial as of Q3 2020.

Based on Evoke Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.