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Richardson Financial Services’s Gates Industrial Corp GTES Stock Holding History

Richardson Financial Services’s Portfolio GTES Stock Details GTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-833
Closed -$13.2K – 634
2024
Q3 		$13.2K Hold
833
– – 0.01% 379
2024
Q2 		$13.2K Buy
+833
New +$14.1K 0.01% 359

Other funds holding GTES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Richardson Financial Services's GTES Position: Q4 2024 in Review

Richardson Financial Services sold out of Gates Industrial Corp (GTES) in Q4 2024, closing a stake of 833 shares — an estimated $13.2K sold.

Richardson Financial Services first reported a position in GTES in Q2 2024 and held it in 2 quarters. The position peaked at $13.2K in Q3 2024. 339 funds tracked by Wall St. Rank hold GTES as of Q4 2024.

  • Richardson Financial Services reported no remaining Gates Industrial Corp position as of Q4 2024 after selling out during the quarter.
  • Richardson Financial Services sold 833 Gates Industrial Corp shares in Q4 2024, an estimated $13.2K.
  • Richardson Financial Services first reported a position in Gates Industrial Corp in Q2 2024 and held it in 2 quarters.
  • Richardson Financial Services's Gates Industrial Corp position peaked at $13.2K in Q3 2024.
  • 339 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q4 2024.

Based on Richardson Financial Services's 13F filing for Q4 2024, filed 24 Jan 2025.