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MPS Loria Financial Planners’s Gentex GNTX Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-100
Closed -$3K – 296
2021
Q1 		$3K Hold
100
– – ﹤0.01% 394
2020
Q4 		$3K Hold
100
– – ﹤0.01% 415
2020
Q3 		$3K Hold
100
– – ﹤0.01% 288
2020
Q2 		$3K Buy
+100
New +$2.51K ﹤0.01% 296
2017
Q3 		– Sell
-100
Closed -$2K – 187
2017
Q2 		$2K Buy
+100
New +$1.95K ﹤0.01% 356

Other funds holding GNTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

MPS Loria Financial Planners's GNTX Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Gentex (GNTX) in Q2 2021, closing a stake of 100 shares — an estimated $3K sold.

MPS Loria Financial Planners first reported a position in GNTX in Q2 2017 and held it in 5 quarters. The position peaked at $3K in Q1 2021. 489 funds tracked by Wall St. Rank hold GNTX as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Gentex position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 100 Gentex shares in Q2 2021, an estimated $3K.
  • MPS Loria Financial Planners first reported a position in Gentex in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Gentex position peaked at $3K in Q1 2021.
  • 489 funds tracked by Wall St. Rank held Gentex as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.