Patriot Financial Group Insurance Agency’s Genpact G Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-51	Closed	-$2K	–	980
2022 Q2	$2K	Sell	51 -148	-74%	-$6.28K	﹤0.01%	1753
2022 Q1	$9K	Sell	199 -8	-4%	-$371	﹤0.01%	1396
2021 Q4	$11K	Hold	207	–	–	﹤0.01%	1451
2021 Q3	$10K	Buy	207 +156	+306%	+$7.75K	﹤0.01%	1472
2021 Q2	$2K	Hold	51	–	–	﹤0.01%	1869
2021 Q1	$2K	Hold	51	–	–	﹤0.01%	1771
2020 Q4	$2K	Sell	51 -11	-18%	-$435	﹤0.01%	1629
2020 Q3	$2K	Hold	62	–	–	﹤0.01%	1448
2020 Q2	$2K	Buy	62 +51	+464%	+$1.72K	﹤0.01%	1385
2020 Q1	$0	Hold	11	–	–	﹤0.01%	1623
2019 Q4	$0	Hold	11	–	–	﹤0.01%	1362
2019 Q3	$0	Sell	11 -86	-89%	-$3.41K	﹤0.01%	1362
2019 Q2	$4K	Buy	97 +67	+223%	+$2.44K	﹤0.01%	984
2019 Q1	$1K	Buy	+30	New	+$947	﹤0.01%	1112
2018 Q2	–	Sell	-89	Closed	-$3K	–	705
2018 Q1	$3K	Hold	89	–	–	﹤0.01%	817
2017 Q4	$3K	Hold	89	–	–	﹤0.01%	813
2017 Q3	$3K	Hold	89	–	–	﹤0.01%	777
2017 Q2	$2K	Hold	89	–	–	﹤0.01%	831
2017 Q1	$2K	Hold	89	–	–	﹤0.01%	761
2016 Q4	$2K	Buy	+89	New	+$2.12K	﹤0.01%	692

Other funds holding G

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

NIEF

Nalanda India Equity Fund Mauritius $377M AUM 37.51% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Patriot Financial Group Insurance Agency's G Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Genpact (G) in Q3 2022, closing a stake of 51 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in G in Q4 2016 and held it in 20 quarters. The position peaked at $11K in Q4 2021. 336 funds tracked by Wall St. Rank hold G as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Genpact position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 51 Genpact shares in Q3 2022, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in Genpact in Q4 2016 and held it in 20 quarters.
Patriot Financial Group Insurance Agency's Genpact position peaked at $11K in Q4 2021.
336 funds tracked by Wall St. Rank held Genpact as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.