Symphony Financial’s Generac Holdings GNRC Stock Holding History

Symphony Financial’s Portfolio GNRC Stock Details GNRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-500	Closed	-$203K	–	181
2021 Q3	$203K	Buy	+500	New	+$214K	0.07%	168

Other funds holding GNRC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Symphony Financial's GNRC Position: Q4 2021 in Review

Symphony Financial sold out of Generac Holdings (GNRC) in Q4 2021, closing a stake of 500 shares — an estimated $203K sold.

Symphony Financial first reported a position in GNRC in Q3 2021 and held it in 1 quarter. The position peaked at $203K in Q3 2021. 842 funds tracked by Wall St. Rank hold GNRC as of Q4 2021.

Symphony Financial reported no remaining Generac Holdings position as of Q4 2021 after selling out during the quarter.
Symphony Financial sold 500 Generac Holdings shares in Q4 2021, an estimated $203K.
Symphony Financial first reported a position in Generac Holdings in Q3 2021 and held it in 1 quarter.
Symphony Financial's Generac Holdings position peaked at $203K in Q3 2021.
842 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2021.

Based on Symphony Financial's 13F filing for Q4 2021, filed 19 Jan 2022.