Wealthspire Advisors (Maryland)’s Generac Holdings GNRC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio GNRC Stock Details GNRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-600	Closed	-$31K	–	1070
2019 Q1	$31K	Hold	600	–	–	﹤0.01%	1094
2018 Q4	$30K	Hold	600	–	–	﹤0.01%	1054
2018 Q3	$34K	Hold	600	–	–	﹤0.01%	1098
2018 Q2	$31K	Hold	600	–	–	﹤0.01%	1139
2018 Q1	$28K	Sell	600 -200	-25%	-$9.51K	﹤0.01%	1185
2017 Q4	$40K	Hold	800	–	–	﹤0.01%	1096
2017 Q3	$37K	Sell	800 -6	-0.7%	-$236	﹤0.01%	1079
2017 Q2	$29K	Hold	806	–	–	﹤0.01%	1131
2017 Q1	$30K	Buy	806 +6	+0.8%	+$237	﹤0.01%	953
2016 Q4	$33K	Hold	800	–	–	﹤0.01%	878
2016 Q3	$29K	Hold	800	–	–	﹤0.01%	947
2016 Q2	$28K	Sell	800 -250	-24%	-$9.22K	﹤0.01%	885
2016 Q1	$39K	Sell	1,050 -230	-18%	-$7.41K	0.01%	765
2015 Q4	$38K	Buy	+1,280	New	+$38.4K	0.01%	789

Other funds holding GNRC

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

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s GNRC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Generac Holdings (GNRC) in Q2 2019, closing a stake of 600 shares — an estimated $31K sold.

Wealthspire Advisors (Maryland) first reported a position in GNRC in Q4 2015 and held it in 14 quarters. The position peaked at $40K in Q4 2017. 288 funds tracked by Wall St. Rank hold GNRC as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Generac Holdings position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 600 Generac Holdings shares in Q2 2019, an estimated $31K.
Wealthspire Advisors (Maryland) first reported a position in Generac Holdings in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Generac Holdings position peaked at $40K in Q4 2017.
288 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.