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YorkBridge Wealth Partners’s Generac Holdings GNRC Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		– Sell
-1,359
Closed -$242K – 268
2022
Q3 		$242K Buy
1,359
+93
+7% +$21.3K 0.06% 238
2022
Q2 		$267K Buy
1,266
+163
+15% +$40.1K 0.07% 216
2022
Q1 		$328K Buy
1,103
+103
+10% +$30.9K 0.07% 220
2021
Q4 		$352K Sell
1,000
-8
-0.8% -$3.32K 0.08% 217
2021
Q3 		$412K Buy
1,008
+26
+3% +$11.1K 0.1% 154
2021
Q2 		$408K Sell
982
-24
-2% -$8.05K 0.11% 148
2021
Q1 		$329K Buy
1,006
+51
+5% +$15K 0.1% 178
2020
Q4 		$217K Sell
955
-90
-9% -$19.4K 0.07% 196
2020
Q3 		$202K Buy
+1,045
New +$172K 0.08% 173
2019
Q3 		– Sell
-2,316
Closed -$161K – 362
2019
Q2 		$161K Buy
2,316
+6
+0.3% +$351 0.07% 207
2019
Q1 		$118K Buy
2,310
+168
+8% +$8.77K 0.05% 251
2018
Q4 		$106K Buy
+2,142
New +$115K 0.06% 239

Other funds holding GNRC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

YorkBridge Wealth Partners's GNRC Position: Q4 2022 in Review

YorkBridge Wealth Partners sold out of Generac Holdings (GNRC) in Q4 2022, closing a stake of 1,359 shares — an estimated $242K sold.

YorkBridge Wealth Partners first reported a position in GNRC in Q4 2018 and held it in 12 quarters. The position peaked at $412K in Q3 2021. 659 funds tracked by Wall St. Rank hold GNRC as of Q4 2022.

  • YorkBridge Wealth Partners reported no remaining Generac Holdings position as of Q4 2022 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,359 Generac Holdings shares in Q4 2022, an estimated $242K.
  • YorkBridge Wealth Partners first reported a position in Generac Holdings in Q4 2018 and held it in 12 quarters.
  • YorkBridge Wealth Partners's Generac Holdings position peaked at $412K in Q3 2021.
  • 659 funds tracked by Wall St. Rank held Generac Holdings as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.