GWM
ATV

Geneos Wealth Management’s Acorn International ATV Stock Holding History

Geneos Wealth Management’s Portfolio ATV Stock Details ATV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,000
Closed -$17K – 2157
2017
Q1 		$17K Buy
+2,000
New +$18K ﹤0.01% 1313

Other funds holding ATV

SA
SAIF Advisors Admiralty, Hong Kong $438M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Geneos Wealth Management's ATV Position: Q2 2017 in Review

Geneos Wealth Management sold out of Acorn International (ATV) in Q2 2017, closing a stake of 2,000 shares — an estimated $17K sold.

Geneos Wealth Management first reported a position in ATV in Q1 2017 and held it in 1 quarter. The position peaked at $17K in Q1 2017. 6 funds tracked by Wall St. Rank hold ATV as of Q2 2017.

  • Geneos Wealth Management reported no remaining Acorn International position as of Q2 2017 after selling out during the quarter.
  • Geneos Wealth Management sold 2,000 Acorn International shares in Q2 2017, an estimated $17K.
  • Geneos Wealth Management first reported a position in Acorn International in Q1 2017 and held it in 1 quarter.
  • Geneos Wealth Management's Acorn International position peaked at $17K in Q1 2017.
  • 6 funds tracked by Wall St. Rank held Acorn International as of Q2 2017.

Based on Geneos Wealth Management's 13F filing for Q2 2017, filed 7 Sep 2021.