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Engrave Wealth Partners’s The GEO Group GEO Stock Holding History

Engrave Wealth Partners’s Portfolio GEO Stock Details GEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-710
Closed -$8K – 204
2020
Q2 		$8K Hold
710
– – 0.01% 269
2020
Q1 		$8K Hold
710
– – 0.01% 222
2019
Q4 		$11K Buy
+710
New +$10.8K 0.01% 290

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Engrave Wealth Partners's GEO Position: Q3 2020 in Review

Engrave Wealth Partners sold out of The GEO Group (GEO) in Q3 2020, closing a stake of 710 shares — an estimated $8K sold.

Engrave Wealth Partners first reported a position in GEO in Q4 2019 and held it in 3 quarters. The position peaked at $11K in Q4 2019. 219 funds tracked by Wall St. Rank hold GEO as of Q3 2020.

  • Engrave Wealth Partners reported no remaining The GEO Group position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 710 The GEO Group shares in Q3 2020, an estimated $8K.
  • Engrave Wealth Partners first reported a position in The GEO Group in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's The GEO Group position peaked at $11K in Q4 2019.
  • 219 funds tracked by Wall St. Rank held The GEO Group as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.