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GoalVest Advisory’s Gates Industrial GTES Stock Holding History

GoalVest 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
2021
Q2 		$12K Buy
+650
New +$11.4K 0.01% 194

Other funds holding GTES

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GoalVest Advisory's GTES Position: Q2 2021 in Review

GoalVest Advisory opened a new position in Gates Industrial (GTES) in Q2 2021: 650 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #194 among its holdings.

165 funds tracked by Wall St. Rank hold GTES as of Q2 2021.

  • GoalVest Advisory held 650 shares of Gates Industrial worth $12K as of Q2 2021.
  • Gates Industrial was a new GoalVest Advisory position in Q2 2021.
  • Gates Industrial made up 0.01% of GoalVest Advisory's portfolio in Q2 2021, its #194 holding.
  • 165 funds tracked by Wall St. Rank held Gates Industrial as of Q2 2021.

Based on GoalVest Advisory's 13F filing for Q2 2021, filed 1 Sep 2021.