Great Point Wealth Advisors’s Genpact G Stock Holding History

Great Point Wealth Advisors’s Portfolio G Stock Details G Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11,091	Closed	-$401K	–	62
2023 Q3	$401K	Buy	11,091 +13	+0.1%	+$483	0.12%	52
2023 Q2	$416K	Buy	11,078 +81	+0.7%	+$3.26K	0.13%	48
2023 Q1	$508K	Hold	10,997	–	–	0.16%	46
2022 Q4	$509K	Buy	10,997 +56	+0.5%	+$2.55K	0.17%	46
2022 Q3	$479K	Hold	10,941	–	–	0.18%	47
2022 Q2	$463K	Hold	10,941	–	–	0.16%	47
2022 Q1	$476K	Hold	10,941	–	–	0.15%	37
2021 Q4	$581K	Buy	10,941 +3,705	+51%	+$186K	0.18%	33
2021 Q3	$344K	Buy	7,236 +24	+0.3%	+$1.19K	0.12%	42
2021 Q2	$328K	Hold	7,212	–	–	0.11%	43
2021 Q1	$309K	Hold	7,212	–	–	0.12%	41
2020 Q4	$298K	Hold	7,212	–	–	0.13%	39
2020 Q3	$263K	Hold	7,212	–	–	0.14%	43
2020 Q2	$263K	Buy	7,212 +213	+3%	+$7.2K	0.14%	43
2020 Q1	$204K	Sell	6,999 -265	-4%	-$10.4K	0.17%	40
2019 Q4	$306K	Hold	7,264	–	–	0.19%	37
2019 Q3	$281K	Hold	7,264	–	–	0.19%	35
2019 Q2	$276K	Hold	7,264	–	–	0.22%	38
2019 Q1	$255K	Buy	+7,264	New	+$229K	0.22%	37

Other funds holding G

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

NIEF

Nalanda India Equity Fund Mauritius $377M AUM 37.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Great Point Wealth Advisors's G Position: Q4 2023 in Review

Great Point Wealth Advisors sold out of Genpact (G) in Q4 2023, closing a stake of 11,091 shares — an estimated $401K sold.

Great Point Wealth Advisors first reported a position in G in Q1 2019 and held it in 19 quarters. The position peaked at $581K in Q4 2021. 355 funds tracked by Wall St. Rank hold G as of Q4 2023.

Great Point Wealth Advisors reported no remaining Genpact position as of Q4 2023 after selling out during the quarter.
Great Point Wealth Advisors sold 11,091 Genpact shares in Q4 2023, an estimated $401K.
Great Point Wealth Advisors first reported a position in Genpact in Q1 2019 and held it in 19 quarters.
Great Point Wealth Advisors's Genpact position peaked at $581K in Q4 2021.
355 funds tracked by Wall St. Rank held Genpact as of Q4 2023.

Based on Great Point Wealth Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.