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Geneos Wealth Management’s MasterCraft Boat Holdings MCFT Stock Holding History

Geneos Wealth Management’s Portfolio MCFT Stock Details MCFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-94
Closed -$2K – 3007
2021
Q1 		$2K Hold
94
– – ﹤0.01% 2904
2020
Q4 		$2K Buy
+94
New +$2.1K ﹤0.01% 2707

Other funds holding MCFT

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geneos Wealth Management sold out of MasterCraft Boat Holdings (MCFT) in Q2 2021, closing a stake of 94 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in MCFT in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 120 funds tracked by Wall St. Rank hold MCFT as of Q2 2021.

  • Geneos Wealth Management reported no remaining MasterCraft Boat Holdings position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 94 MasterCraft Boat Holdings shares in Q2 2021, an estimated $2K.
  • Geneos Wealth Management first reported a position in MasterCraft Boat Holdings in Q4 2020 and held it in 2 quarters.
  • Geneos Wealth Management's MasterCraft Boat Holdings position peaked at $2K in Q1 2021.
  • 120 funds tracked by Wall St. Rank held MasterCraft Boat Holdings as of Q2 2021.

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