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Valeo Financial Advisors’s Genpact G Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-258
Closed -$9K – 1786
2020
Q2 		$9K Hold
258
– – ﹤0.01% 1319
2020
Q1 		$8K Hold
258
– – ﹤0.01% 1163
2019
Q4 		$11K Hold
258
– – ﹤0.01% 1082
2019
Q3 		$10K Hold
258
– – ﹤0.01% 1023
2019
Q2 		$10K Hold
258
– – ﹤0.01% 1020
2019
Q1 		$9K Buy
258
+21
+9% +$663 ﹤0.01% 990
2018
Q4 		$6K Sell
237
-136
-36% -$3.87K ﹤0.01% 1011
2018
Q3 		$10K Buy
373
+141
+61% +$4.28K ﹤0.01% 965
2018
Q2 		$7K Buy
+232
New +$7.17K ﹤0.01% 1040

Other funds holding G

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Vanguard Group
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Valeo Financial Advisors's G Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Genpact (G) in Q3 2020, closing a stake of 258 shares — an estimated $9K sold.

Valeo Financial Advisors first reported a position in G in Q2 2018 and held it in 9 quarters. The position peaked at $11K in Q4 2019. 293 funds tracked by Wall St. Rank hold G as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Genpact position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 258 Genpact shares in Q3 2020, an estimated $9K.
  • Valeo Financial Advisors first reported a position in Genpact in Q2 2018 and held it in 9 quarters.
  • Valeo Financial Advisors's Genpact position peaked at $11K in Q4 2019.
  • 293 funds tracked by Wall St. Rank held Genpact as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.