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Key Financial Inc’s Generac Holdings GNRC Stock Holding History

Key Financial Inc’s Portfolio GNRC Stock Details GNRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-98
Closed -$17.5K – 1182
2022
Q4 		$17.5K Hold
98
– – 0.01% 518
2022
Q3 		$17K Hold
98
– – 0.01% 525
2022
Q2 		$21K Hold
98
– – 0.01% 496
2022
Q1 		$29K Buy
+98
New +$29.4K 0.01% 437

Other funds holding GNRC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Key Financial Inc's GNRC Position: Q1 2023 in Review

Key Financial Inc sold out of Generac Holdings (GNRC) in Q1 2023, closing a stake of 98 shares — an estimated $17.5K sold.

Key Financial Inc first reported a position in GNRC in Q1 2022 and held it in 4 quarters. The position peaked at $29K in Q1 2022. 679 funds tracked by Wall St. Rank hold GNRC as of Q1 2023.

  • Key Financial Inc reported no remaining Generac Holdings position as of Q1 2023 after selling out during the quarter.
  • Key Financial Inc sold 98 Generac Holdings shares in Q1 2023, an estimated $17.5K.
  • Key Financial Inc first reported a position in Generac Holdings in Q1 2022 and held it in 4 quarters.
  • Key Financial Inc's Generac Holdings position peaked at $29K in Q1 2022.
  • 679 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2023.

Based on Key Financial Inc's 13F filing for Q1 2023, filed 2 May 2023.