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Wealthspire Advisors (Maryland)’s Genpact G Stock Holding History

Wealthspire Advisors (Maryland)’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
Q1 		– Sell
-5,395
Closed -$228K – 461
2019
Q4 		$228K Sell
5,395
-286
-5% -$11.4K 0.02% 445
2019
Q3 		$220K Hold
5,681
– – 0.02% 414
2019
Q2 		$216K Sell
5,681
-157
-3% -$5.71K 0.02% 417
2019
Q1 		$205K Sell
5,838
-541
-8% -$17.1K 0.02% 427
2018
Q4 		$172K Sell
6,379
-23
-0.4% -$655 0.02% 434
2018
Q3 		$196K Buy
6,402
+28
+0.4% +$850 0.02% 463
2018
Q2 		$184K Buy
6,374
+1,120
+21% +$34.6K 0.02% 492
2018
Q1 		$168K Sell
5,254
-704
-12% -$22.9K 0.02% 528
2017
Q4 		$189K Buy
5,958
+1,071
+22% +$33.2K 0.02% 511
2017
Q3 		$141K Sell
4,887
-166
-3% -$4.73K 0.02% 588
2017
Q2 		$141K Buy
5,053
+94
+2% +$2.44K 0.02% 563
2017
Q1 		$123K Buy
4,959
+1,480
+43% +$36.1K 0.02% 524
2016
Q4 		$85K Buy
3,479
+3,029
+673% +$72.2K 0.01% 628
2016
Q3 		$11K Hold
450
– – ﹤0.01% 1231
2016
Q2 		$12K Hold
450
– – ﹤0.01% 1160
2016
Q1 		$12K Hold
450
– – ﹤0.01% 1141
2015
Q4 		$11K Buy
+450
New +$11.1K ﹤0.01% 1167

Other funds holding G

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
NIEF
Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s G Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of Genpact (G) in Q1 2020, closing a stake of 5,395 shares — an estimated $228K sold.

Wealthspire Advisors (Maryland) first reported a position in G in Q4 2015 and held it in 17 quarters. The position peaked at $228K in Q4 2019. 297 funds tracked by Wall St. Rank hold G as of Q1 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Genpact position as of Q1 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 5,395 Genpact shares in Q1 2020, an estimated $228K.
  • Wealthspire Advisors (Maryland) first reported a position in Genpact in Q4 2015 and held it in 17 quarters.
  • Wealthspire Advisors (Maryland)'s Genpact position peaked at $228K in Q4 2019.
  • 297 funds tracked by Wall St. Rank held Genpact as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.