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Geneos Wealth Management’s Atea Pharmaceuticals AVIR Stock Holding History

Geneos Wealth Management’s Portfolio AVIR Stock Details AVIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,000
Closed -$7K – 2039
2022
Q2 		$7K Hold
1,000
– – ﹤0.01% 2066
2022
Q1 		$7K Hold
1,000
– – ﹤0.01% 2200
2021
Q4 		$8K Buy
+1,000
New +$15.6K ﹤0.01% 2251

Other funds holding AVIR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geneos Wealth Management's AVIR Position: Q3 2022 in Review

Geneos Wealth Management sold out of Atea Pharmaceuticals (AVIR) in Q3 2022, closing a stake of 1,000 shares — an estimated $7K sold.

Geneos Wealth Management first reported a position in AVIR in Q4 2021 and held it in 3 quarters. The position peaked at $8K in Q4 2021. 126 funds tracked by Wall St. Rank hold AVIR as of Q3 2022.

  • Geneos Wealth Management reported no remaining Atea Pharmaceuticals position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 1,000 Atea Pharmaceuticals shares in Q3 2022, an estimated $7K.
  • Geneos Wealth Management first reported a position in Atea Pharmaceuticals in Q4 2021 and held it in 3 quarters.
  • Geneos Wealth Management's Atea Pharmaceuticals position peaked at $8K in Q4 2021.
  • 126 funds tracked by Wall St. Rank held Atea Pharmaceuticals as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.