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Modera Wealth Management’s Genworth Financial GNW Stock Holding History

Modera Wealth Management’s Portfolio GNW Stock Details GNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11,488
Closed -$47K – 453
2021
Q4 		$47K Buy
+11,488
New +$47.7K ﹤0.01% 595

Other funds holding GNW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Modera Wealth Management's GNW Position: Q1 2022 in Review

Modera Wealth Management sold out of Genworth Financial (GNW) in Q1 2022, closing a stake of 11,488 shares — an estimated $47K sold.

Modera Wealth Management first reported a position in GNW in Q4 2021 and held it in 1 quarter. The position peaked at $47K in Q4 2021. 288 funds tracked by Wall St. Rank hold GNW as of Q1 2022.

  • Modera Wealth Management reported no remaining Genworth Financial position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 11,488 Genworth Financial shares in Q1 2022, an estimated $47K.
  • Modera Wealth Management first reported a position in Genworth Financial in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's Genworth Financial position peaked at $47K in Q4 2021.
  • 288 funds tracked by Wall St. Rank held Genworth Financial as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.