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SOA Wealth Advisors’s Genuine Parts GPC Stock Holding History

SOA Wealth Advisors’s Portfolio GPC Stock Details GPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-39
Closed -$6.04K – 881
2024
Q1 		$6.04K Hold
39
– – ﹤0.01% 594
2023
Q4 		$5.4K Hold
39
– – ﹤0.01% 590
2023
Q3 		$5.63K Hold
39
– – ﹤0.01% 602
2023
Q2 		$6.6K Hold
39
– – ﹤0.01% 581
2023
Q1 		$6.53K Hold
39
– – ﹤0.01% 582
2022
Q4 		$6.77K Hold
39
– – ﹤0.01% 571
2022
Q3 		$5K Hold
39
– – ﹤0.01% 603
2022
Q2 		$5K Sell
39
-2
-5% -$266 ﹤0.01% 587
2022
Q1 		$5K Hold
41
– – ﹤0.01% 686
2021
Q4 		$5K Hold
41
– – ﹤0.01% 659
2021
Q3 		$4K Buy
41
+39
+1,950% +$4.86K ﹤0.01% 706
2021
Q2 		$0 Buy
+2
New +$252 ﹤0.01% 898

Other funds holding GPC

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SOA Wealth Advisors's GPC Position: Q2 2024 in Review

SOA Wealth Advisors sold out of Genuine Parts (GPC) in Q2 2024, closing a stake of 39 shares — an estimated $6.04K sold.

SOA Wealth Advisors first reported a position in GPC in Q2 2021 and held it in 12 quarters. The position peaked at $6.77K in Q4 2022. 1,141 funds tracked by Wall St. Rank hold GPC as of Q2 2024.

  • SOA Wealth Advisors reported no remaining Genuine Parts position as of Q2 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 39 Genuine Parts shares in Q2 2024, an estimated $6.04K.
  • SOA Wealth Advisors first reported a position in Genuine Parts in Q2 2021 and held it in 12 quarters.
  • SOA Wealth Advisors's Genuine Parts position peaked at $6.77K in Q4 2022.
  • 1,141 funds tracked by Wall St. Rank held Genuine Parts as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.