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Financial Synergies Wealth Advisors’s Genuine Parts GPC Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio GPC Stock Details GPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-77
Closed -$11.9K – 220
2024
Q1 		$11.9K Hold
77
– – ﹤0.01% 235
2023
Q4 		$13.4K Hold
77
– – ﹤0.01% 168
2023
Q3 		$11.1K Hold
77
– – ﹤0.01% 223
2023
Q2 		$13K Sell
77
-36
-32% -$5.89K ﹤0.01% 207
2023
Q1 		$18.9K Buy
113
+36
+47% +$6.07K ﹤0.01% 183
2022
Q4 		$13.4K Buy
77
+73
+1,825% +$12.7K ﹤0.01% 168
2022
Q3 		$598 Hold
4
– – ﹤0.01% 354
2022
Q2 		$532 Buy
+4
New +$532 ﹤0.01% 370

Other funds holding GPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Synergies Wealth Advisors's GPC Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Genuine Parts (GPC) in Q2 2024, closing a stake of 77 shares — an estimated $11.9K sold.

Financial Synergies Wealth Advisors first reported a position in GPC in Q2 2022 and held it in 8 quarters. The position peaked at $18.9K in Q1 2023. 1,141 funds tracked by Wall St. Rank hold GPC as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Genuine Parts position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 77 Genuine Parts shares in Q2 2024, an estimated $11.9K.
  • Financial Synergies Wealth Advisors first reported a position in Genuine Parts in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Genuine Parts position peaked at $18.9K in Q1 2023.
  • 1,141 funds tracked by Wall St. Rank held Genuine Parts as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.