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Wealthspire Advisors (Maryland)’s Genworth Financial GNW Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-2,002
Closed -$8K – 1072
2019
Q1 		$8K Sell
2,002
-348
-15% -$1.52K ﹤0.01% 1624
2018
Q4 		$11K Buy
2,350
+245
+12% +$1.06K ﹤0.01% 1422
2018
Q3 		$9K Sell
2,105
-39
-2% -$176 ﹤0.01% 1559
2018
Q2 		$10K Buy
2,144
+158
+8% +$545 ﹤0.01% 1535
2018
Q1 		$6K Buy
1,986
+243
+14% +$730 ﹤0.01% 1732
2017
Q4 		$5K Buy
1,743
+475
+37% +$1.64K ﹤0.01% 1829
2017
Q3 		$5K Sell
1,268
-970
-43% -$3.46K ﹤0.01% 1787
2017
Q2 		$8K Buy
2,238
+259
+13% +$982 ﹤0.01% 1615
2017
Q1 		$8K Buy
1,979
+1,060
+115% +$4.08K ﹤0.01% 1399
2016
Q4 		$4K Sell
919
-134
-13% -$591 ﹤0.01% 1418
2016
Q3 		$5K Buy
1,053
+134
+15% +$515 ﹤0.01% 1382
2016
Q2 		$2K Sell
919
-61
-6% -$197 ﹤0.01% 1510
2016
Q1 		$3K Buy
980
+43
+5% +$109 ﹤0.01% 1449
2015
Q4 		$3K Buy
+937
New +$4.33K ﹤0.01% 1459

Other funds holding GNW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Wealthspire Advisors (Maryland) sold out of Genworth Financial (GNW) in Q2 2019, closing a stake of 2,002 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in GNW in Q4 2015 and held it in 14 quarters. The position peaked at $11K in Q4 2018. 263 funds tracked by Wall St. Rank hold GNW as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Genworth Financial position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,002 Genworth Financial shares in Q2 2019, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in Genworth Financial in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Genworth Financial position peaked at $11K in Q4 2018.
  • 263 funds tracked by Wall St. Rank held Genworth Financial as of Q2 2019.

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