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AE Wealth Management’s Genius Sports GENI Stock Holding History

AE Wealth Management’s Portfolio GENI Stock Details GENI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-85,962
Closed -$532K – 1998
2023
Q2 		$532K Buy
+85,962
New +$431K ﹤0.01% 1361

Other funds holding GENI

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SC
Samjo Capital New York $254M AUM 36.81% 1-Year Est. Return

AE Wealth Management's GENI Position: Q3 2023 in Review

AE Wealth Management sold out of Genius Sports (GENI) in Q3 2023, closing a stake of 85,962 shares — an estimated $532K sold.

AE Wealth Management first reported a position in GENI in Q2 2023 and held it in 1 quarter. The position peaked at $532K in Q2 2023. 136 funds tracked by Wall St. Rank hold GENI as of Q3 2023.

  • AE Wealth Management reported no remaining Genius Sports position as of Q3 2023 after selling out during the quarter.
  • AE Wealth Management sold 85,962 Genius Sports shares in Q3 2023, an estimated $532K.
  • AE Wealth Management first reported a position in Genius Sports in Q2 2023 and held it in 1 quarter.
  • AE Wealth Management's Genius Sports position peaked at $532K in Q2 2023.
  • 136 funds tracked by Wall St. Rank held Genius Sports as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.