Valeo Financial Advisors’s Genworth Financial GNW Stock Holding History

Valeo Financial Advisors’s Portfolio GNW Stock Details GNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-442	Closed	-$1K	–	1032
2021 Q1	$1K	Buy	+442	New	+$1.46K	﹤0.01%	1888
2018 Q3	–	Sell	-1,000	Closed	-$4K	–	1813
2018 Q2	$4K	Hold	1,000	–	–	﹤0.01%	1192
2018 Q1	$3K	Hold	1,000	–	–	﹤0.01%	1254
2017 Q4	$3K	Buy	+1,000	New	+$3.46K	﹤0.01%	1112

Other funds holding GNW

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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SCM

Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Valeo Financial Advisors's GNW Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Genworth Financial (GNW) in Q2 2021, closing a stake of 442 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in GNW in Q4 2017 and held it in 4 quarters. The position peaked at $4K in Q2 2018. 252 funds tracked by Wall St. Rank hold GNW as of Q2 2021.

Valeo Financial Advisors reported no remaining Genworth Financial position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 442 Genworth Financial shares in Q2 2021, an estimated $1K.
Valeo Financial Advisors first reported a position in Genworth Financial in Q4 2017 and held it in 4 quarters.
Valeo Financial Advisors's Genworth Financial position peaked at $4K in Q2 2018.
252 funds tracked by Wall St. Rank held Genworth Financial as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.