GWM
ACCS

Geneos Wealth Management’s ACCESS Newswire ACCS Stock Holding History

Geneos Wealth Management’s Portfolio ACCS Stock Details ACCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-550
Closed -$11K – 3156
2020
Q4 		$11K Buy
+550
New +$11.4K ﹤0.01% 2197

Other funds holding ACCS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Geneos Wealth Management's ACCS Position: Q1 2021 in Review

Geneos Wealth Management sold out of ACCESS Newswire (ACCS) in Q1 2021, closing a stake of 550 shares — an estimated $11K sold.

Geneos Wealth Management first reported a position in ACCS in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 26 funds tracked by Wall St. Rank hold ACCS as of Q1 2021.

  • Geneos Wealth Management reported no remaining ACCESS Newswire position as of Q1 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 550 ACCESS Newswire shares in Q1 2021, an estimated $11K.
  • Geneos Wealth Management first reported a position in ACCESS Newswire in Q4 2020 and held it in 1 quarter.
  • Geneos Wealth Management's ACCESS Newswire position peaked at $11K in Q4 2020.
  • 26 funds tracked by Wall St. Rank held ACCESS Newswire as of Q1 2021.

Based on Geneos Wealth Management's 13F filing for Q1 2021, filed 17 Jun 2021.