BCWM
GSKY

Bartlett & Co Wealth Management’s GreenSky, Inc. Class A Common Stock GSKY Stock Holding History

Bartlett & Co Wealth Management’s Portfolio GSKY Stock Details GSKY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-300
Closed -$3.35K – 946
2021
Q3 		$3.35K Hold
300
– – ﹤0.01% 817
2021
Q2 		$1.67K Hold
300
– – ﹤0.01% 881
2021
Q1 		$1.86K Buy
+300
New +$1.72K ﹤0.01% 893

Other funds holding GSKY

VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Bartlett & Co Wealth Management's GSKY Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of GreenSky, Inc. Class A Common Stock (GSKY) in Q4 2021, closing a stake of 300 shares — an estimated $3.35K sold.

Bartlett & Co Wealth Management first reported a position in GSKY in Q1 2021 and held it in 3 quarters. The position peaked at $3.35K in Q3 2021. 128 funds tracked by Wall St. Rank hold GSKY as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining GreenSky, Inc. Class A Common Stock position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 300 GreenSky, Inc. Class A Common Stock shares in Q4 2021, an estimated $3.35K.
  • Bartlett & Co Wealth Management first reported a position in GreenSky, Inc. Class A Common Stock in Q1 2021 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's GreenSky, Inc. Class A Common Stock position peaked at $3.35K in Q3 2021.
  • 128 funds tracked by Wall St. Rank held GreenSky, Inc. Class A Common Stock as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.