PWMG
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Private Wealth Management Group’s Genpact G Stock Holding History

Private Wealth Management Group’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
2024
Q2 		– Sell
-49
Closed -$1.61K – 1549
2024
Q1 		$1.61K Buy
+49
New +$1.7K ﹤0.01% 1072

Other funds holding G

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIEF
Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Private Wealth Management Group's G Position: Q2 2024 in Review

Private Wealth Management Group sold out of Genpact (G) in Q2 2024, closing a stake of 49 shares — an estimated $1.61K sold.

Private Wealth Management Group first reported a position in G in Q1 2024 and held it in 1 quarter. The position peaked at $1.61K in Q1 2024. 362 funds tracked by Wall St. Rank hold G as of Q2 2024.

  • Private Wealth Management Group reported no remaining Genpact position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 49 Genpact shares in Q2 2024, an estimated $1.61K.
  • Private Wealth Management Group first reported a position in Genpact in Q1 2024 and held it in 1 quarter.
  • Private Wealth Management Group's Genpact position peaked at $1.61K in Q1 2024.
  • 362 funds tracked by Wall St. Rank held Genpact as of Q2 2024.

Based on Private Wealth Management Group's 13F filing for Q2 2024, filed 13 Aug 2024.