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MinichMacGregor Wealth Management’s Generac Holdings GNRC Stock Holding History

MinichMacGregor Wealth Management’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
-265
Closed -$26.7K – 307
2022
Q4 		$26.7K Buy
+265
New +$30K 0.01% 253

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

MinichMacGregor Wealth Management's GNRC Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Generac Holdings (GNRC) in Q1 2023, closing a stake of 265 shares — an estimated $26.7K sold.

MinichMacGregor Wealth Management first reported a position in GNRC in Q4 2022 and held it in 1 quarter. The position peaked at $26.7K in Q4 2022. 679 funds tracked by Wall St. Rank hold GNRC as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Generac Holdings position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 265 Generac Holdings shares in Q1 2023, an estimated $26.7K.
  • MinichMacGregor Wealth Management first reported a position in Generac Holdings in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Generac Holdings position peaked at $26.7K in Q4 2022.
  • 679 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.