TFO Wealth Partners’s Genpact G Stock Holding History

TFO Wealth Partners’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
2024 Q2	–	Sell	-5	Closed	-$165	–	327
2024 Q1	$165	Sell	5 -5	-50%	-$174	﹤0.01%	534
2023 Q4	$347	Hold	10	–	–	﹤0.01%	460
2023 Q3	$376	Buy	10 +5	+100%	+$186	﹤0.01%	554
2023 Q2	$188	Hold	5	–	–	﹤0.01%	520
2023 Q1	$231	Sell	5 -5	-50%	-$233	﹤0.01%	442
2022 Q4	$114	Buy	+10	New	+$455	﹤0.01%	750

Other funds holding G

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

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

NIEF

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

FMI

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

TFO Wealth Partners's G Position: Q2 2024 in Review

TFO Wealth Partners sold out of Genpact (G) in Q2 2024, closing a stake of 5 shares — an estimated $165 sold.

TFO Wealth Partners first reported a position in G in Q4 2022 and held it in 6 quarters. The position peaked at $376 in Q3 2023. 362 funds tracked by Wall St. Rank hold G as of Q2 2024.

TFO Wealth Partners reported no remaining Genpact position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 5 Genpact shares in Q2 2024, an estimated $165.
TFO Wealth Partners first reported a position in Genpact in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's Genpact position peaked at $376 in Q3 2023.
362 funds tracked by Wall St. Rank held Genpact as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.