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Westside Investment Management’s Genworth Financial GNW Stock Holding History

Westside Investment Management’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
2023
Q4 		– Sell
-24,000
Closed -$141K – 876
2023
Q3 		$141K Sell
24,000
-6,500
-21% -$37.5K 0.04% 235
2023
Q2 		$153K Sell
30,500
-8,700
-22% -$47.6K 0.04% 233
2023
Q1 		$197K Sell
39,200
-1,000
-2% -$5.54K 0.06% 204
2022
Q4 		$212 Hold
40,200
– – ﹤0.01% 318
2022
Q3 		$140 Hold
40,200
– – ﹤0.01% 337
2022
Q2 		$141 Hold
40,200
– – ﹤0.01% 335
2022
Q1 		$151 Hold
40,200
– – ﹤0.01% 336
2021
Q4 		$162 Hold
40,200
– – ﹤0.01% 319
2021
Q3 		$150 Hold
40,200
– – ﹤0.01% 316
2021
Q2 		$156 Hold
40,200
– – ﹤0.01% 307
2021
Q1 		$133 Hold
40,200
– – ﹤0.01% 307
2020
Q4 		$151 Hold
40,200
– – ﹤0.01% 265
2020
Q3 		$134 Buy
40,200
+2,000
+5% +$5.33K ﹤0.01% 279
2020
Q2 		$88 Buy
38,200
+7,800
+26% +$24.5K ﹤0.01% 287
2020
Q1 		$100 Buy
+30,400
New +$126K ﹤0.01% 277
2019
Q2 		$146 Buy
+39,400
New +$140K ﹤0.01% 215
2018
Q4 		$216K Hold
46,400
– – 0.08% 149
2018
Q3 		$192K Sell
46,400
-7,000
-13% -$31.6K 0.06% 149
2018
Q2 		$243K Sell
53,400
-15,500
-22% -$53.4K 0.09% 145
2018
Q1 		$189K Hold
68,900
– – 0.1% 156
2017
Q4 		$221K Hold
68,900
– – 0.12% 150
2017
Q3 		$255K Hold
68,900
– – 0.15% 124
2017
Q2 		$246K Hold
68,900
– – 0.16% 119
2017
Q1 		$272K Buy
68,900
+45,400
+193% +$175K 0.13% 109
2016
Q4 		$90.5K Buy
+23,500
New +$104K 0.06% 146

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Westside Investment Management's GNW Position: Q4 2023 in Review

Westside Investment Management sold out of Genworth Financial (GNW) in Q4 2023, closing a stake of 24,000 shares — an estimated $141K sold.

Westside Investment Management first reported a position in GNW in Q4 2016 and held it in 25 quarters. The position peaked at $272K in Q1 2017. 339 funds tracked by Wall St. Rank hold GNW as of Q4 2023.

  • Westside Investment Management reported no remaining Genworth Financial position as of Q4 2023 after selling out during the quarter.
  • Westside Investment Management sold 24,000 Genworth Financial shares in Q4 2023, an estimated $141K.
  • Westside Investment Management first reported a position in Genworth Financial in Q4 2016 and held it in 25 quarters.
  • Westside Investment Management's Genworth Financial position peaked at $272K in Q1 2017.
  • 339 funds tracked by Wall St. Rank held Genworth Financial as of Q4 2023.

Based on Westside Investment Management's 13F filing for Q4 2023, filed 12 Jan 2024.