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Laurel Wealth Advisors (California)’s Generac Holdings GNRC Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q2 		– Sell
-940
Closed -$280K – 693
2022
Q1 		$280K Buy
940
+200
+27% +$60K 0.02% 608
2021
Q4 		$261K Buy
+740
New +$307K 0.02% 668

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Laurel Wealth Advisors (California)'s GNRC Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of Generac Holdings (GNRC) in Q2 2022, closing a stake of 940 shares — an estimated $280K sold.

Laurel Wealth Advisors (California) first reported a position in GNRC in Q4 2021 and held it in 2 quarters. The position peaked at $280K in Q1 2022. 786 funds tracked by Wall St. Rank hold GNRC as of Q2 2022.

  • Laurel Wealth Advisors (California) reported no remaining Generac Holdings position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 940 Generac Holdings shares in Q2 2022, an estimated $280K.
  • Laurel Wealth Advisors (California) first reported a position in Generac Holdings in Q4 2021 and held it in 2 quarters.
  • Laurel Wealth Advisors (California)'s Generac Holdings position peaked at $280K in Q1 2022.
  • 786 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.