Plante Moran Financial Advisors’s Genpact G Stock Holding History

Plante Moran Financial 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
2022 Q2	–	Sell	-123	Closed	-$5K	–	1008
2022 Q1	$5K	Hold	123	–	–	﹤0.01%	677
2021 Q4	$7K	Hold	123	–	–	﹤0.01%	753
2021 Q3	$6K	Hold	123	–	–	﹤0.01%	758
2021 Q2	$6K	Hold	123	–	–	﹤0.01%	753
2021 Q1	$5K	Hold	123	–	–	﹤0.01%	775
2020 Q4	$5K	Buy	+123	New	+$4.86K	﹤0.01%	695
2020 Q1	–	Sell	-57	Closed	-$2K	–	777
2019 Q4	$2K	Hold	57	–	–	﹤0.01%	686
2019 Q3	$2K	Buy	+57	New	+$2.26K	﹤0.01%	775
2018 Q4	–	Sell	-72	Closed	-$2K	–	917
2018 Q3	$2K	Buy	+72	New	+$2.19K	﹤0.01%	691
2016 Q4	–	Sell	-2,172	Closed	-$52K	–	993
2016 Q3	$52K	Buy	+2,172	New	+$53.8K	0.04%	310

Other funds holding G

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

AllianceBernstein

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return