Geneos Wealth Management’s Bryn Mawr Bank Corp BMTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,000
| Closed | -$180K | – | 3076 |
|
|
2021
Q4 | $180K | Hold |
4,000
| – | – | 0.01% | 915 |
|
|
2021
Q3 | $187K | Hold |
4,000
| – | – | 0.01% | 887 |
|
|
2021
Q2 | $165K | Hold |
4,000
| – | – | 0.01% | 936 |
|
|
2021
Q1 | $183K | Hold |
4,000
| – | – | 0.01% | 1005 |
|
|
2020
Q4 | $184K | Hold |
4,000
| – | – | 0.01% | 854 |
|
|
2020
Q3 | $98K | Hold |
4,000
| – | – | 0.01% | 952 |
|
|
2020
Q2 | $104K | Hold |
4,000
| – | – | 0.01% | 904 |
|
|
2020
Q1 | $106K | Sell |
4,000
-30
| -0.7% | -$1.05K | 0.01% | 816 |
|
|
2019
Q4 | $165K | Hold |
4,030
| – | – | 0.01% | 769 |
|
|
2019
Q3 | $147K | Hold |
4,030
| – | – | 0.01% | 759 |
|
|
2019
Q2 | $150K | Hold |
4,030
| – | – | 0.01% | 768 |
|
|
2019
Q1 | $145K | Hold |
4,030
| – | – | 0.01% | 751 |
|
|
2018
Q4 | $137K | Hold |
4,030
| – | – | 0.01% | 732 |
|
|
2018
Q3 | $189K | Hold |
4,030
| – | – | 0.01% | 662 |
|
|
2018
Q2 | $186K | Hold |
4,030
| – | – | 0.01% | 584 |
|
|
2018
Q1 | $177K | Hold |
4,030
| – | – | 0.02% | 570 |
|
|
2017
Q4 | $178K | Buy |
4,030
+30
| +0.8% | +$1.32K | 0.02% | 572 |
|
|
2017
Q3 | $175K | Hold |
4,000
| – | – | 0.02% | 551 |
|
|
2017
Q2 | $170K | Hold |
4,000
| – | – | 0.02% | 540 |
|
|
2017
Q1 | $158K | Buy |
+4,000
| New | +$162K | 0.02% | 536 |
|
Geneos Wealth Management's BMTC Position: Q1 2022 in Review
Geneos Wealth Management sold out of Bryn Mawr Bank Corp (BMTC) in Q1 2022, closing a stake of 4,000 shares — an estimated $180K sold.
Geneos Wealth Management first reported a position in BMTC in Q1 2017 and held it in 20 quarters. The position peaked at $189K in Q3 2018. 0 funds tracked by Wall St. Rank hold BMTC as of Q1 2022.
- Geneos Wealth Management reported no remaining Bryn Mawr Bank Corp position as of Q1 2022 after selling out during the quarter.
- Geneos Wealth Management sold 4,000 Bryn Mawr Bank Corp shares in Q1 2022, an estimated $180K.
- Geneos Wealth Management first reported a position in Bryn Mawr Bank Corp in Q1 2017 and held it in 20 quarters.
- Geneos Wealth Management's Bryn Mawr Bank Corp position peaked at $189K in Q3 2018.
- 0 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q1 2022.
Based on Geneos Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.