GWM
CLVS

Geneos Wealth Management’s Clovis Oncology, Inc. CLVS Stock Holding History

Geneos Wealth Management’s Portfolio CLVS Stock Details CLVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-24
Closed -$1K – 2255
2017
Q4 		$1K Hold
24
– – ﹤0.01% 2151
2017
Q3 		$1K Sell
24
-659
-96% -$52.2K ﹤0.01% 2101
2017
Q2 		$63K Sell
683
-48
-7% -$2.94K 0.01% 850
2017
Q1 		$46K Buy
731
+367
+101% +$22.3K ﹤0.01% 927
2016
Q4 		$16K Buy
+364
New +$12.8K ﹤0.01% 1284

Other funds holding CLVS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geneos Wealth Management's CLVS Position: Q1 2018 in Review

Geneos Wealth Management sold out of Clovis Oncology, Inc. (CLVS) in Q1 2018, closing a stake of 24 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in CLVS in Q4 2016 and held it in 5 quarters. The position peaked at $63K in Q2 2017. 229 funds tracked by Wall St. Rank hold CLVS as of Q1 2018.

  • Geneos Wealth Management reported no remaining Clovis Oncology, Inc. position as of Q1 2018 after selling out during the quarter.
  • Geneos Wealth Management sold 24 Clovis Oncology, Inc. shares in Q1 2018, an estimated $1K.
  • Geneos Wealth Management first reported a position in Clovis Oncology, Inc. in Q4 2016 and held it in 5 quarters.
  • Geneos Wealth Management's Clovis Oncology, Inc. position peaked at $63K in Q2 2017.
  • 229 funds tracked by Wall St. Rank held Clovis Oncology, Inc. as of Q1 2018.

Based on Geneos Wealth Management's 13F filing for Q1 2018, filed 7 Sep 2021.