GWM
ISBC

Geneos Wealth Management’s Investors Bancorp, Inc. ISBC Stock Holding History

Geneos Wealth Management’s Portfolio ISBC Stock Details ISBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-700
Closed -$8K – 2512
2018
Q3 		$8K Buy
+700
New +$8.9K ﹤0.01% 1945
2017
Q3 		– Sell
-1,300
Closed -$17K – 2164
2017
Q2 		$17K Buy
+1,300
New +$17.8K ﹤0.01% 1352

Other funds holding ISBC

BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geneos Wealth Management's ISBC Position: Q4 2018 in Review

Geneos Wealth Management sold out of Investors Bancorp, Inc. (ISBC) in Q4 2018, closing a stake of 700 shares — an estimated $8K sold.

Geneos Wealth Management first reported a position in ISBC in Q2 2017 and held it in 2 quarters. The position peaked at $17K in Q2 2017. 249 funds tracked by Wall St. Rank hold ISBC as of Q4 2018.

  • Geneos Wealth Management reported no remaining Investors Bancorp, Inc. position as of Q4 2018 after selling out during the quarter.
  • Geneos Wealth Management sold 700 Investors Bancorp, Inc. shares in Q4 2018, an estimated $8K.
  • Geneos Wealth Management first reported a position in Investors Bancorp, Inc. in Q2 2017 and held it in 2 quarters.
  • Geneos Wealth Management's Investors Bancorp, Inc. position peaked at $17K in Q2 2017.
  • 249 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2018.

Based on Geneos Wealth Management's 13F filing for Q4 2018, filed 7 Sep 2021.