Kays Financial Advisory’s Gentex GNTX Stock Holding History

Kays Financial Advisory’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
2019 Q2	–	Sell	-71,468	Closed	-$1.48M	–	123
2019 Q1	$1.48M	Buy	71,468 +2,705	+4%	+$56.5K	0.29%	49
2018 Q4	$1.39M	Buy	68,763 +3,911	+6%	+$81.9K	0.32%	55
2018 Q3	$1.39M	Sell	64,852 -1,263	-2%	-$29.2K	0.3%	50
2018 Q2	$1.52M	Buy	66,115 +1,614	+3%	+$38.3K	0.33%	43
2018 Q1	$1.49M	Sell	64,501 -608	-0.9%	-$13.8K	0.34%	40
2017 Q4	$1.36M	Buy	65,109 +1,154	+2%	+$23K	0.4%	42
2017 Q3	$1.27M	Buy	63,955 +2,707	+4%	+$49.2K	0.4%	38
2017 Q2	$1.16M	Buy	61,248 +995	+2%	+$19.4K	0.39%	39
2017 Q1	$1.28M	Buy	60,253 +5,786	+11%	+$121K	0.46%	34
2016 Q4	$1.07M	Buy	54,467 +3,131	+6%	+$57K	0.42%	37
2016 Q3	$901K	Buy	51,336 +6,535	+15%	+$113K	0.38%	38
2016 Q2	$692K	Buy	44,801 +6,826	+18%	+$108K	0.31%	43
2016 Q1	$596K	Buy	+37,975	New	+$553K	0.29%	44

Other funds holding GNTX

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

Dimensional Fund Advisors

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Adage Capital Partners

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Boston Partners

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return