Blue Bell Private Wealth Management’s Genius Sports GENI Stock Holding History

Blue Bell Private 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 Q4	–	Sell	-400	Closed	-$2.13K	–	720
2023 Q3	$2.13K	Hold	400	–	–	﹤0.01%	566
2023 Q2	$2.48K	Hold	400	–	–	﹤0.01%	567
2023 Q1	$1.99K	Hold	400	–	–	﹤0.01%	547
2022 Q4	$1.43K	Hold	400	–	–	﹤0.01%	601
2022 Q3	$1K	Hold	400	–	–	﹤0.01%	671
2022 Q2	$1K	Hold	400	–	–	﹤0.01%	719
2022 Q1	$2K	Buy	+400	New	+$2.3K	﹤0.01%	687

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Blue Bell Private Wealth Management's GENI Position: Q4 2023 in Review

Blue Bell Private Wealth Management sold out of Genius Sports (GENI) in Q4 2023, closing a stake of 400 shares — an estimated $2.13K sold.

Blue Bell Private Wealth Management first reported a position in GENI in Q1 2022 and held it in 7 quarters. The position peaked at $2.48K in Q2 2023. 131 funds tracked by Wall St. Rank hold GENI as of Q4 2023.

Blue Bell Private Wealth Management reported no remaining Genius Sports position as of Q4 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 400 Genius Sports shares in Q4 2023, an estimated $2.13K.
Blue Bell Private Wealth Management first reported a position in Genius Sports in Q1 2022 and held it in 7 quarters.
Blue Bell Private Wealth Management's Genius Sports position peaked at $2.48K in Q2 2023.
131 funds tracked by Wall St. Rank held Genius Sports as of Q4 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2023, filed 25 Jan 2024.