Geneos Wealth Management’s Cloudera, Inc. CLDR Stock Holding History

Geneos Wealth Management’s Portfolio CLDR Stock Details CLDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,000	Closed	-$25K	–	3191
2021 Q1	$25K	Sell	2,000 -250	-11%	-$3.73K	﹤0.01%	1967
2020 Q4	$27K	Sell	2,250 -2,040	-48%	-$23.4K	﹤0.01%	1750
2020 Q3	$46K	Hold	4,290	–	–	﹤0.01%	1291
2020 Q2	$58K	Hold	4,290	–	–	﹤0.01%	1157
2020 Q1	$33K	Hold	4,290	–	–	﹤0.01%	1304
2019 Q4	$50K	Hold	4,290	–	–	﹤0.01%	1260
2019 Q3	$37K	Sell	4,290 -5,600	-57%	-$38.9K	﹤0.01%	1329
2019 Q2	$52K	Buy	9,890 +5,600	+131%	+$51.7K	﹤0.01%	1168
2019 Q1	$46K	Hold	4,290	–	–	﹤0.01%	1194
2018 Q4	$46K	Sell	4,290 -500	-10%	-$6.65K	﹤0.01%	1138
2018 Q3	$84K	Buy	4,790 +500	+12%	+$7.59K	0.01%	956
2018 Q2	$58K	Hold	4,290	–	–	﹤0.01%	981
2018 Q1	$92K	Buy	+4,290	New	+$80.5K	0.01%	783

Other funds holding CLDR

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geneos Wealth Management's CLDR Position: Q2 2021 in Review

Geneos Wealth Management sold out of Cloudera, Inc. (CLDR) in Q2 2021, closing a stake of 2,000 shares — an estimated $25K sold.

Geneos Wealth Management first reported a position in CLDR in Q1 2018 and held it in 13 quarters. The position peaked at $92K in Q1 2018. 276 funds tracked by Wall St. Rank hold CLDR as of Q2 2021.

Geneos Wealth Management reported no remaining Cloudera, Inc. position as of Q2 2021 after selling out during the quarter.
Geneos Wealth Management sold 2,000 Cloudera, Inc. shares in Q2 2021, an estimated $25K.
Geneos Wealth Management first reported a position in Cloudera, Inc. in Q1 2018 and held it in 13 quarters.
Geneos Wealth Management's Cloudera, Inc. position peaked at $92K in Q1 2018.
276 funds tracked by Wall St. Rank held Cloudera, Inc. as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.