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Geneos Wealth Management’s Dycom Industries DY Stock Holding History

Geneos Wealth Management’s Portfolio DY Stock Details DY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,541
Closed -$80K – 2420
2018
Q4 		$80K Buy
+1,541
New +$104K 0.01% 905
2016
Q2 		– Sell
-196
Closed -$12K – 1814
2016
Q1 		$12K Buy
+196
New +$12K ﹤0.01% 1248

Other funds holding DY

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
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geneos Wealth Management's DY Position: Q1 2019 in Review

Geneos Wealth Management sold out of Dycom Industries (DY) in Q1 2019, closing a stake of 1,541 shares — an estimated $80K sold.

Geneos Wealth Management first reported a position in DY in Q1 2016 and held it in 2 quarters. The position peaked at $80K in Q4 2018. 251 funds tracked by Wall St. Rank hold DY as of Q1 2019.

  • Geneos Wealth Management reported no remaining Dycom Industries position as of Q1 2019 after selling out during the quarter.
  • Geneos Wealth Management sold 1,541 Dycom Industries shares in Q1 2019, an estimated $80K.
  • Geneos Wealth Management first reported a position in Dycom Industries in Q1 2016 and held it in 2 quarters.
  • Geneos Wealth Management's Dycom Industries position peaked at $80K in Q4 2018.
  • 251 funds tracked by Wall St. Rank held Dycom Industries as of Q1 2019.

Based on Geneos Wealth Management's 13F filing for Q1 2019, filed 7 Sep 2021.