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Geneos Wealth Management’s Banco de Chile BCH Stock Holding History

Geneos Wealth Management’s Portfolio BCH Stock Details BCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,129
Closed -$20K – 2770
2021
Q3 		$20K Hold
1,129
– – ﹤0.01% 1905
2021
Q2 		$22K Hold
1,129
– – ﹤0.01% 1865
2021
Q1 		$24K Buy
1,129
+17
+2% +$382 ﹤0.01% 1973
2020
Q4 		$26K Buy
+1,112
New +$19.8K ﹤0.01% 1752

Other funds holding BCH

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geneos Wealth Management's BCH Position: Q4 2021 in Review

Geneos Wealth Management sold out of Banco de Chile (BCH) in Q4 2021, closing a stake of 1,129 shares — an estimated $20K sold.

Geneos Wealth Management first reported a position in BCH in Q4 2020 and held it in 4 quarters. The position peaked at $26K in Q4 2020. 59 funds tracked by Wall St. Rank hold BCH as of Q4 2021.

  • Geneos Wealth Management reported no remaining Banco de Chile position as of Q4 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 1,129 Banco de Chile shares in Q4 2021, an estimated $20K.
  • Geneos Wealth Management first reported a position in Banco de Chile in Q4 2020 and held it in 4 quarters.
  • Geneos Wealth Management's Banco de Chile position peaked at $26K in Q4 2020.
  • 59 funds tracked by Wall St. Rank held Banco de Chile as of Q4 2021.

Based on Geneos Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.