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Legacy Financial Advisors’s Gentex GNTX Stock Holding History

Legacy Financial Advisors’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
-385
Closed -$8K – 424
2019
Q1 		$8K Hold
385
– – ﹤0.01% 668
2018
Q4 		$8K Buy
385
+103
+37% +$2.16K ﹤0.01% 620
2018
Q3 		$6K Hold
282
– – ﹤0.01% 646
2018
Q2 		$7K Hold
282
– – ﹤0.01% 626
2018
Q1 		$6K Hold
282
– – ﹤0.01% 602
2017
Q4 		$5K Buy
+282
New +$5.61K ﹤0.01% 626

Other funds holding GNTX

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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
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 $62.3B 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

Legacy Financial Advisors's GNTX Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Gentex (GNTX) in Q2 2019, closing a stake of 385 shares — an estimated $8K sold.

Legacy Financial Advisors first reported a position in GNTX in Q4 2017 and held it in 6 quarters. The position peaked at $8K in Q1 2019. 445 funds tracked by Wall St. Rank hold GNTX as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Gentex position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 385 Gentex shares in Q2 2019, an estimated $8K.
  • Legacy Financial Advisors first reported a position in Gentex in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Gentex position peaked at $8K in Q1 2019.
  • 445 funds tracked by Wall St. Rank held Gentex as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.