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Wealthspire Advisors (Maryland)’s Gentex GNTX Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio GNTX Stock Details GNTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2,506
Closed -$52K – 1071
2019
Q1 		$52K Sell
2,506
-84
-3% -$1.76K ﹤0.01% 883
2018
Q4 		$52K Buy
2,590
+63
+2% +$1.32K ﹤0.01% 842
2018
Q3 		$54K Sell
2,527
-4
-0.2% -$93 ﹤0.01% 934
2018
Q2 		$58K Sell
2,531
-72
-3% -$1.71K 0.01% 916
2018
Q1 		$60K Buy
2,603
+66
+3% +$1.5K 0.01% 907
2017
Q4 		$53K Buy
2,537
+37
+1% +$736 0.01% 978
2017
Q3 		$50K Hold
2,500
– – 0.01% 984
2017
Q2 		$47K Sell
2,500
-23
-0.9% -$448 0.01% 969
2017
Q1 		$54K Buy
2,523
+53
+2% +$1.11K 0.01% 779
2016
Q4 		$49K Buy
2,470
+425
+21% +$7.74K 0.01% 771
2016
Q3 		$36K Hold
2,045
– – 0.01% 873
2016
Q2 		$32K Buy
2,045
+23
+1% +$365 0.01% 842
2016
Q1 		$32K Sell
2,022
-976
-33% -$14.2K 0.01% 812
2015
Q4 		$48K Buy
+2,998
New +$48.4K 0.01% 724

Other funds holding GNTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Gentex (GNTX) in Q2 2019, closing a stake of 2,506 shares — an estimated $52K sold.

Wealthspire Advisors (Maryland) first reported a position in GNTX in Q4 2015 and held it in 14 quarters. The position peaked at $60K in Q1 2018. 445 funds tracked by Wall St. Rank hold GNTX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Gentex position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,506 Gentex shares in Q2 2019, an estimated $52K.
  • Wealthspire Advisors (Maryland) first reported a position in Gentex in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Gentex position peaked at $60K in Q1 2018.
  • 445 funds tracked by Wall St. Rank held Gentex as of Q2 2019.

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