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Regent Peak Wealth Advisors’s Genworth Financial GNW Stock Holding History

Regent Peak Wealth Advisors’s Portfolio GNW Stock Details GNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-150
Closed -$1K – 479
2020
Q4 		$1K Buy
+150
New +$617 ﹤0.01% 929

Other funds holding GNW

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regent Peak Wealth Advisors's GNW Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Genworth Financial (GNW) in Q1 2021, closing a stake of 150 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in GNW in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 253 funds tracked by Wall St. Rank hold GNW as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Genworth Financial position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 150 Genworth Financial shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Genworth Financial in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Genworth Financial position peaked at $1K in Q4 2020.
  • 253 funds tracked by Wall St. Rank held Genworth Financial as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.