Symphony Financial’s Genuine Parts GPC Stock Holding History

Symphony Financial’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
2023 Q3	–	Sell	-2,460	Closed	-$409K	–	173
2023 Q2	$409K	Hold	2,460	–	–	0.1%	133
2023 Q1	$404K	Buy	+2,460	New	+$415K	0.1%	157

Other funds holding GPC

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Symphony Financial's GPC Position: Q3 2023 in Review

Symphony Financial sold out of Genuine Parts (GPC) in Q3 2023, closing a stake of 2,460 shares — an estimated $409K sold.

Symphony Financial first reported a position in GPC in Q1 2023 and held it in 2 quarters. The position peaked at $409K in Q2 2023. 1,120 funds tracked by Wall St. Rank hold GPC as of Q3 2023.

Symphony Financial reported no remaining Genuine Parts position as of Q3 2023 after selling out during the quarter.
Symphony Financial sold 2,460 Genuine Parts shares in Q3 2023, an estimated $409K.
Symphony Financial first reported a position in Genuine Parts in Q1 2023 and held it in 2 quarters.
Symphony Financial's Genuine Parts position peaked at $409K in Q2 2023.
1,120 funds tracked by Wall St. Rank held Genuine Parts as of Q3 2023.

Based on Symphony Financial's 13F filing for Q3 2023, filed 7 Nov 2023.