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Evolution Wealth Advisors’s Genworth Financial GNW Stock Holding History

Evolution Wealth Advisors’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
Q1 		– Sell
-3,750
Closed -$17K – 442
2019
Q4 		$17K Hold
3,750
– – ﹤0.01% 242
2019
Q3 		$17K Buy
+3,750
New +$15.6K 0.01% 116

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
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 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
DPRC
Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evolution Wealth Advisors's GNW Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Genworth Financial (GNW) in Q1 2020, closing a stake of 3,750 shares — an estimated $17K sold.

Evolution Wealth Advisors first reported a position in GNW in Q3 2019 and held it in 2 quarters. The position peaked at $17K in Q4 2019. 279 funds tracked by Wall St. Rank hold GNW as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Genworth Financial position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 3,750 Genworth Financial shares in Q1 2020, an estimated $17K.
  • Evolution Wealth Advisors first reported a position in Genworth Financial in Q3 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's Genworth Financial position peaked at $17K in Q4 2019.
  • 279 funds tracked by Wall St. Rank held Genworth Financial as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.