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Simplicity Solutions’s Genworth Financial GNW Stock Holding History

Simplicity Solutions’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
2023
Q4 		$82.7K Sell
12,387
-166
-1% -$1.01K ﹤0.01% 1025
2023
Q3 		$73.6K Buy
12,553
+1,180
+10% +$6.81K ﹤0.01% 951
2023
Q2 		$56.9K Sell
11,373
-2,723
-19% -$14.9K ﹤0.01% 1026
2023
Q1 		$70.8K Buy
+14,096
New +$78.1K ﹤0.01% 1082

Other funds holding GNW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Simplicity Solutions's GNW Position: Q4 2023 in Review

Simplicity Solutions reduced its Genworth Financial (GNW) stake by 1.3% in Q4 2023, selling an estimated $1.01K and leaving 12,387 shares worth $82.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Simplicity Solutions first reported a position in GNW in Q1 2023 and has held it in 4 quarters since. 339 funds tracked by Wall St. Rank hold GNW as of Q4 2023.

  • Simplicity Solutions held 12,387 shares of Genworth Financial worth $82.7K as of Q4 2023.
  • Simplicity Solutions sold 166 Genworth Financial shares in Q4 2023, an estimated $1.01K.
  • Genworth Financial made up ﹤0.01% of Simplicity Solutions's portfolio in Q4 2023, its #1025 holding.
  • Simplicity Solutions first reported a position in Genworth Financial in Q1 2023 and has held it in 4 quarters since.
  • 339 funds tracked by Wall St. Rank held Genworth Financial as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.