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Milestone Advisory Partners’s Generac Holdings GNRC Stock Holding History

Milestone Advisory Partners’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
Q1 		– Sell
-792
Closed -$279K – 89
2021
Q4 		$279K Hold
792
– – 0.14% 72
2021
Q3 		$324K Hold
792
– – 0.19% 59
2021
Q2 		$329K Hold
792
– – 0.17% 62
2021
Q1 		$259K Buy
+792
New +$233K 0.14% 65

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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Milestone Advisory Partners's GNRC Position: Q1 2022 in Review

Milestone Advisory Partners sold out of Generac Holdings (GNRC) in Q1 2022, closing a stake of 792 shares — an estimated $279K sold.

Milestone Advisory Partners first reported a position in GNRC in Q1 2021 and held it in 4 quarters. The position peaked at $329K in Q2 2021. 799 funds tracked by Wall St. Rank hold GNRC as of Q1 2022.

  • Milestone Advisory Partners reported no remaining Generac Holdings position as of Q1 2022 after selling out during the quarter.
  • Milestone Advisory Partners sold 792 Generac Holdings shares in Q1 2022, an estimated $279K.
  • Milestone Advisory Partners first reported a position in Generac Holdings in Q1 2021 and held it in 4 quarters.
  • Milestone Advisory Partners's Generac Holdings position peaked at $329K in Q2 2021.
  • 799 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2022.

Based on Milestone Advisory Partners's 13F filing for Q1 2022, filed 10 May 2022.