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IBEX Wealth Advisors’s Genworth Financial GNW Stock Holding History

IBEX Wealth Advisors’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
2024
Q3 		– Sell
-400
Closed -$2.42K – 148
2024
Q2 		$2.42K Buy
+400
New +$2.49K ﹤0.01% 269
2021
Q4 		– Sell
-400
Closed -$2K – 279
2021
Q3 		$2K Buy
+400
New +$1.43K ﹤0.01% 428
2019
Q3 		– Sell
-400
Closed -$1K – 189
2019
Q2 		$1K Buy
+400
New +$1.42K ﹤0.01% 407
2017
Q1 		– Sell
-400
Closed -$2K – 188
2016
Q4 		$2K Buy
+400
New +$1.76K ﹤0.01% 436

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IBEX Wealth Advisors's GNW Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Genworth Financial (GNW) in Q3 2024, closing a stake of 400 shares — an estimated $2.42K sold.

IBEX Wealth Advisors first reported a position in GNW in Q4 2016 and held it in 4 quarters. The position peaked at $2.42K in Q2 2024. 327 funds tracked by Wall St. Rank hold GNW as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Genworth Financial position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 400 Genworth Financial shares in Q3 2024, an estimated $2.42K.
  • IBEX Wealth Advisors first reported a position in Genworth Financial in Q4 2016 and held it in 4 quarters.
  • IBEX Wealth Advisors's Genworth Financial position peaked at $2.42K in Q2 2024.
  • 327 funds tracked by Wall St. Rank held Genworth Financial as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.