TCI Wealth Advisors’s Genpact G Stock Holding History

TCI Wealth Advisors’s Portfolio G Stock Details G Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10	Closed	-$463	–	981
2023 Q1	$463	Sell	10 -1	-9%	-$47	﹤0.01%	2226
2022 Q4	$510	Hold	11	–	–	﹤0.01%	2209
2022 Q3	$0	Sell	11 -8	-42%	-$368	﹤0.01%	2362
2022 Q2	$1K	Buy	+19	New	+$806	﹤0.01%	2133
2020 Q1	–	Sell	-820	Closed	-$35K	–	1572
2019 Q4	$35K	Buy	820 +802	+4,456%	+$32K	0.01%	450
2019 Q3	$1K	Buy	+18	New	+$713	﹤0.01%	1284
2016 Q4	–	Sell	-43	Closed	-$1K	–	1392
2016 Q3	$1K	Buy	+43	New	+$1.06K	﹤0.01%	1120
2016 Q2	–	Sell	-282	Closed	-$8K	–	1323
2016 Q1	$8K	Buy	+282	New	+$7.14K	﹤0.01%	628

Other funds holding G

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

NIEF

Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

TCI Wealth Advisors's G Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Genpact (G) in Q2 2023, closing a stake of 10 shares — an estimated $463 sold.

TCI Wealth Advisors first reported a position in G in Q1 2016 and held it in 8 quarters. The position peaked at $35K in Q4 2019. 356 funds tracked by Wall St. Rank hold G as of Q2 2023.

TCI Wealth Advisors reported no remaining Genpact position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 10 Genpact shares in Q2 2023, an estimated $463.
TCI Wealth Advisors first reported a position in Genpact in Q1 2016 and held it in 8 quarters.
TCI Wealth Advisors's Genpact position peaked at $35K in Q4 2019.
356 funds tracked by Wall St. Rank held Genpact as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.