Heritage Wealth Advisors’s Gentex GNTX Stock Holding History

Heritage Wealth Advisors’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
2021 Q1	–	Sell	-100	Closed	-$3K	–	575
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	505
2020 Q3	$2.58K	Hold	100	–	–	﹤0.01%	444
2020 Q2	$2.58K	Hold	100	–	–	﹤0.01%	423
2020 Q1	$2.22K	Hold	100	–	–	﹤0.01%	417
2019 Q4	$2.9K	Hold	100	–	–	﹤0.01%	501
2019 Q3	$2K	Hold	100	–	–	﹤0.01%	421
2019 Q2	$2.46K	Hold	100	–	–	﹤0.01%	431
2019 Q1	$2.07K	Hold	100	–	–	﹤0.01%	410
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	357
2018 Q3	$2K	Buy	+100	New	+$2.31K	﹤0.01%	354

Other funds holding GNTX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Advisors's GNTX Position: Q1 2021 in Review

Heritage Wealth Advisors sold out of Gentex (GNTX) in Q1 2021, closing a stake of 100 shares — an estimated $3K sold.

Heritage Wealth Advisors first reported a position in GNTX in Q3 2018 and held it in 10 quarters. The position peaked at $3K in Q4 2020. 508 funds tracked by Wall St. Rank hold GNTX as of Q1 2021.

Heritage Wealth Advisors reported no remaining Gentex position as of Q1 2021 after selling out during the quarter.
Heritage Wealth Advisors sold 100 Gentex shares in Q1 2021, an estimated $3K.
Heritage Wealth Advisors first reported a position in Gentex in Q3 2018 and held it in 10 quarters.
Heritage Wealth Advisors's Gentex position peaked at $3K in Q4 2020.
508 funds tracked by Wall St. Rank held Gentex as of Q1 2021.

Based on Heritage Wealth Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.