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Independent Solutions Wealth Management’s Genuine Parts GPC Stock Holding History

Independent Solutions Wealth Management’s Portfolio GPC Stock Details GPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,644
Closed -$275K – 228
2023
Q1 		$275K Buy
1,644
+250
+18% +$42.1K 0.08% 174
2022
Q4 		$242K Hold
1,394
– – 0.07% 189
2022
Q3 		$208K Buy
+1,394
New +$211K 0.07% 202

Other funds holding GPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Independent Solutions Wealth Management's GPC Position: Q2 2023 in Review

Independent Solutions Wealth Management sold out of Genuine Parts (GPC) in Q2 2023, closing a stake of 1,644 shares — an estimated $275K sold.

Independent Solutions Wealth Management first reported a position in GPC in Q3 2022 and held it in 3 quarters. The position peaked at $275K in Q1 2023. 1,155 funds tracked by Wall St. Rank hold GPC as of Q2 2023.

  • Independent Solutions Wealth Management reported no remaining Genuine Parts position as of Q2 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 1,644 Genuine Parts shares in Q2 2023, an estimated $275K.
  • Independent Solutions Wealth Management first reported a position in Genuine Parts in Q3 2022 and held it in 3 quarters.
  • Independent Solutions Wealth Management's Genuine Parts position peaked at $275K in Q1 2023.
  • 1,155 funds tracked by Wall St. Rank held Genuine Parts as of Q2 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2023, filed 19 Dec 2024.