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AJ Wealth Strategies’s Genius Sports GENI Stock Holding History

AJ Wealth Strategies’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
Q2 		$464K Hold
75,000
– – 0.02% 188
2023
Q1 		$374K Hold
75,000
– – 0.02% 210
2022
Q4 		$268K Hold
75,000
– – 0.01% 248
2022
Q3 		$275K Hold
75,000
– – 0.02% 246
2022
Q2 		$169K Hold
75,000
– – 0.01% 286
2022
Q1 		$345K Hold
75,000
– – 0.02% 240
2021
Q4 		$570K Buy
+75,000
New +$1.01M 0.03% 185

Other funds holding GENI

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $7.07B AUM 50.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

AJ Wealth Strategies's GENI Position: Q2 2023 in Review

AJ Wealth Strategies held its Genius Sports (GENI) position steady in Q2 2023 at 75,000 shares worth $464K. The position accounts for 0.02% of the portfolio, ranked #188.

AJ Wealth Strategies first reported a position in GENI in Q4 2021 and has held it in 7 quarters since. The position peaked at $570K in Q4 2021. 116 funds tracked by Wall St. Rank hold GENI as of Q2 2023.

  • AJ Wealth Strategies held 75,000 shares of Genius Sports worth $464K as of Q2 2023.
  • AJ Wealth Strategies left its Genius Sports share count unchanged in Q2 2023.
  • Genius Sports made up 0.02% of AJ Wealth Strategies's portfolio in Q2 2023, its #188 holding.
  • AJ Wealth Strategies first reported a position in Genius Sports in Q4 2021 and has held it in 7 quarters since.
  • AJ Wealth Strategies's Genius Sports position peaked at $570K in Q4 2021.
  • 116 funds tracked by Wall St. Rank held Genius Sports as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.