Geneos Wealth Management’s Movado Group MOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-100	Closed	-$2K	–	2111
2017 Q1	$2K	Hold	100	–	–	﹤0.01%	1905
2016 Q4	$2K	Hold	100	–	–	﹤0.01%	1880
2016 Q3	$2K	Hold	100	–	–	﹤0.01%	1791
2016 Q2	$2K	Hold	100	–	–	﹤0.01%	1694
2016 Q1	$2K	Buy	+100	New	+$2.68K	﹤0.01%	1673

Other funds holding MOV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Geneos Wealth Management's MOV Position: Q2 2017 in Review

Geneos Wealth Management sold out of Movado Group (MOV) in Q2 2017, closing a stake of 100 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in MOV in Q1 2016 and held it in 5 quarters. The position peaked at $2K in Q1 2017. 141 funds tracked by Wall St. Rank hold MOV as of Q2 2017.

Geneos Wealth Management reported no remaining Movado Group position as of Q2 2017 after selling out during the quarter.
Geneos Wealth Management sold 100 Movado Group shares in Q2 2017, an estimated $2K.
Geneos Wealth Management first reported a position in Movado Group in Q1 2016 and held it in 5 quarters.
Geneos Wealth Management's Movado Group position peaked at $2K in Q1 2017.
141 funds tracked by Wall St. Rank held Movado Group as of Q2 2017.

Based on Geneos Wealth Management's 13F filing for Q2 2017, filed 7 Sep 2021.