Sowell Financial Services’s Gentex GNTX Stock Holding History

Sowell Financial Services’s Portfolio GNTX Stock Details GNTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,919	Closed	-$104K	–	1410
2021 Q1	$104K	Buy	2,919 +2,458	+533%	+$87.3K	﹤0.01%	1348
2020 Q4	$16K	Buy	461 +187	+68%	+$5.77K	﹤0.01%	1830
2020 Q3	$7K	Hold	274	–	–	﹤0.01%	1903
2020 Q2	$7K	Hold	274	–	–	﹤0.01%	1796
2020 Q1	$6K	Hold	274	–	–	﹤0.01%	1760
2019 Q4	$8K	Sell	274 -62	-18%	-$1.75K	﹤0.01%	1753
2019 Q3	$9K	Buy	+336	New	+$8.88K	﹤0.01%	1559

Other funds holding GNTX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return