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Harvest Group Wealth Management’s Genworth Financial GNW Stock Holding History

Harvest Group Wealth Management’s Portfolio GNW Stock Details GNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-317
Closed -$1K – 615
2020
Q1 		$1K Sell
317
-1,034
-77% -$4.29K ﹤0.01% 389
2019
Q4 		$5K Hold
1,351
– – ﹤0.01% 369
2019
Q3 		$6K Hold
1,351
– – 0.01% 354
2019
Q2 		$5K Hold
1,351
– – 0.01% 345
2019
Q1 		$5K Buy
+1,351
New +$5.92K ﹤0.01% 380

Other funds holding GNW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFI
Sonic Fund II Honolulu, Hawaii $147M AUM 19.98% 1-Year Est. Return

Harvest Group Wealth Management's GNW Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of Genworth Financial (GNW) in Q2 2020, closing a stake of 317 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in GNW in Q1 2019 and held it in 5 quarters. The position peaked at $6K in Q3 2019. 279 funds tracked by Wall St. Rank hold GNW as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining Genworth Financial position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 317 Genworth Financial shares in Q2 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Genworth Financial in Q1 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Genworth Financial position peaked at $6K in Q3 2019.
  • 279 funds tracked by Wall St. Rank held Genworth Financial as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.