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Paradigm Financial Advisors’s Generac Holdings GNRC Stock Holding History

Paradigm Financial Advisors’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
2021
Q4 		$535K Buy
1,520
+905
+147% +$375K 0.12% 110
2021
Q3 		$251K Buy
+615
New +$263K 0.06% 177

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Paradigm Financial Advisors's GNRC Position: Q4 2021 in Review

Paradigm Financial Advisors increased its Generac Holdings (GNRC) stake by 147% in Q4 2021, buying an estimated $375K and bringing the position to 1,520 shares worth $535K. The position accounts for 0.12% of the portfolio, ranked #110.

Paradigm Financial Advisors first reported a position in GNRC in Q3 2021 and has held it in 2 quarters since. 842 funds tracked by Wall St. Rank hold GNRC as of Q4 2021.

  • Paradigm Financial Advisors held 1,520 shares of Generac Holdings worth $535K as of Q4 2021.
  • Paradigm Financial Advisors bought 905 Generac Holdings shares in Q4 2021, an estimated $375K.
  • Generac Holdings made up 0.12% of Paradigm Financial Advisors's portfolio in Q4 2021, its #110 holding.
  • Paradigm Financial Advisors first reported a position in Generac Holdings in Q3 2021 and has held it in 2 quarters since.
  • 842 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.