GWM
AVID

Geneos Wealth Management’s Avid Technology Inc AVID Stock Holding History

Geneos Wealth Management’s Portfolio AVID Stock Details AVID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-4,700
Closed -$20K – 2160
2016
Q4 		$20K Buy
+4,700
New +$26.2K ﹤0.01% 1192

Other funds holding AVID

BCP
Blum Capital Partners San Francisco, California $34.1M AUM 1.14% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
NAM
Netols Asset Management Mequon, Wisconsin $445M AUM 26.06% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geneos Wealth Management's AVID Position: Q1 2017 in Review

Geneos Wealth Management sold out of Avid Technology Inc (AVID) in Q1 2017, closing a stake of 4,700 shares — an estimated $20K sold.

Geneos Wealth Management first reported a position in AVID in Q4 2016 and held it in 1 quarter. The position peaked at $20K in Q4 2016. 89 funds tracked by Wall St. Rank hold AVID as of Q1 2017.

  • Geneos Wealth Management reported no remaining Avid Technology Inc position as of Q1 2017 after selling out during the quarter.
  • Geneos Wealth Management sold 4,700 Avid Technology Inc shares in Q1 2017, an estimated $20K.
  • Geneos Wealth Management first reported a position in Avid Technology Inc in Q4 2016 and held it in 1 quarter.
  • Geneos Wealth Management's Avid Technology Inc position peaked at $20K in Q4 2016.
  • 89 funds tracked by Wall St. Rank held Avid Technology Inc as of Q1 2017.

Based on Geneos Wealth Management's 13F filing for Q1 2017, filed 7 Sep 2021.