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Optimum Investment Advisors’s Genpact G Stock Holding History

Optimum Investment Advisors’s Portfolio G Stock Details G Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-18
Closed -$834 – 758
2022
Q4 		$834 Hold
18
– – ﹤0.01% 714
2022
Q3 		$1K Buy
+18
New +$827 ﹤0.01% 766
2014
Q2 		– Sell
-2,600
Closed -$45K – 923
2014
Q1 		$45K Hold
2,600
– – 0.02% 410
2013
Q4 		$48K Hold
2,600
– – 0.02% 400
2013
Q3 		$49K Buy
+2,600
New +$51.8K 0.02% 374

Other funds holding G

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NIEF
Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Optimum Investment Advisors's G Position: Q1 2023 in Review

Optimum Investment Advisors sold out of Genpact (G) in Q1 2023, closing a stake of 18 shares — an estimated $834 sold.

Optimum Investment Advisors first reported a position in G in Q3 2013 and held it in 5 quarters. The position peaked at $49K in Q3 2013. 379 funds tracked by Wall St. Rank hold G as of Q1 2023.

  • Optimum Investment Advisors reported no remaining Genpact position as of Q1 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 18 Genpact shares in Q1 2023, an estimated $834.
  • Optimum Investment Advisors first reported a position in Genpact in Q3 2013 and held it in 5 quarters.
  • Optimum Investment Advisors's Genpact position peaked at $49K in Q3 2013.
  • 379 funds tracked by Wall St. Rank held Genpact as of Q1 2023.

Based on Optimum Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.