WealthPLAN Partners’s Genpact G Stock Holding History

WealthPLAN 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
2023 Q2	–	Sell	-220	Closed	-$10.2K	–	1315
2023 Q1	$10.2K	Buy	+220	New	+$10.3K	﹤0.01%	857

Other funds holding G

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

NIEF

Nalanda India Equity Fund Mauritius $377M AUM 37.51% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WealthPLAN Partners's G Position: Q2 2023 in Review

WealthPLAN Partners sold out of Genpact (G) in Q2 2023, closing a stake of 220 shares — an estimated $10.2K sold.

WealthPLAN Partners first reported a position in G in Q1 2023 and held it in 1 quarter. The position peaked at $10.2K in Q1 2023. 356 funds tracked by Wall St. Rank hold G as of Q2 2023.

WealthPLAN Partners reported no remaining Genpact position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 220 Genpact shares in Q2 2023, an estimated $10.2K.
WealthPLAN Partners first reported a position in Genpact in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's Genpact position peaked at $10.2K in Q1 2023.
356 funds tracked by Wall St. Rank held Genpact as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.