GoalVest Advisory’s Gates Industrial Corp 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 New York $32.9B AUM 23.66% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GoalVest Advisory's GTES Position: Q2 2021 in Review

GoalVest Advisory opened a new position in Gates Industrial Corp (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 Corp worth $12K as of Q2 2021.
Gates Industrial Corp was a new GoalVest Advisory position in Q2 2021.
Gates Industrial Corp 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 Corp as of Q2 2021.

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