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Gupta Wealth Management’s Gentex GNTX Stock Holding History

Gupta Wealth Management’s Portfolio GNTX Stock Details GNTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$15K Sell
973
-31
-3% -$451 ﹤0.01% 752
2015
Q4 		$16K Hold
1,004
– – ﹤0.01% 732
2015
Q3 		$16K Sell
1,004
-5,802
-85% -$92.2K ﹤0.01% 753
2015
Q2 		$112K Hold
6,806
– – 0.03% 332
2015
Q1 		$125K Buy
+6,806
New +$120K 0.04% 277

Other funds holding GNTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Gupta Wealth Management's GNTX Position: Q1 2016 in Review

Gupta Wealth Management reduced its Gentex (GNTX) stake by 3.1% in Q1 2016, selling an estimated $451 and leaving 973 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Gupta Wealth Management first reported a position in GNTX in Q1 2015 and has held it in 5 quarters since. The position peaked at $125K in Q1 2015. 389 funds tracked by Wall St. Rank hold GNTX as of Q1 2016.

  • Gupta Wealth Management held 973 shares of Gentex worth $15K as of Q1 2016.
  • Gupta Wealth Management sold 31 Gentex shares in Q1 2016, an estimated $451.
  • Gentex made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #752 holding.
  • Gupta Wealth Management first reported a position in Gentex in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Gentex position peaked at $125K in Q1 2015.
  • 389 funds tracked by Wall St. Rank held Gentex as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.