Geneos Wealth Management’s Nuance Communications, Inc. NUAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-275	Closed	-$14K	–	3186
2021 Q1	$14K	Buy	+275	New	+$12.6K	﹤0.01%	2253
2020 Q4	–	Sell	-115	Closed	-$3K	–	3042
2020 Q3	$3K	Hold	115	–	–	﹤0.01%	2366
2020 Q2	$2K	Hold	115	–	–	﹤0.01%	2407
2020 Q1	$1K	Sell	115 -4,759	-98%	-$93K	﹤0.01%	2454
2019 Q4	$87K	Sell	4,874 -1,083	-18%	-$18K	﹤0.01%	1003
2019 Q3	$82K	Sell	5,957 -292	-5%	-$4.2K	﹤0.01%	968
2019 Q2	$86K	Sell	6,249 -608	-9%	-$8.97K	0.01%	961
2019 Q1	$100K	Sell	6,857 -1,718	-20%	-$23.8K	0.01%	864
2018 Q4	$97K	Sell	8,575 -4,182	-33%	-$58.6K	0.01%	845
2018 Q3	$191K	Buy	+12,757	New	+$177K	0.01%	659
2018 Q1	–	Sell	-231	Closed	-$3K	–	2258
2017 Q4	$3K	Hold	231	–	–	﹤0.01%	1985
2017 Q3	$3K	Hold	231	–	–	﹤0.01%	1932
2017 Q2	$3K	Sell	231 -55	-19%	-$863	﹤0.01%	1889
2017 Q1	$4K	Hold	286	–	–	﹤0.01%	1775
2016 Q4	$3K	Hold	286	–	–	﹤0.01%	1807
2016 Q3	$3K	Buy	286 +55	+24%	+$721	﹤0.01%	1730
2016 Q2	$3K	Hold	231	–	–	﹤0.01%	1653
2016 Q1	$3K	Buy	+231	New	+$3.73K	﹤0.01%	1637

Other funds holding NUAN

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

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Geneos Wealth Management sold out of Nuance Communications, Inc. (NUAN) in Q2 2021, closing a stake of 275 shares — an estimated $14K sold.

Geneos Wealth Management first reported a position in NUAN in Q1 2016 and held it in 18 quarters. The position peaked at $191K in Q3 2018. 459 funds tracked by Wall St. Rank hold NUAN as of Q2 2021.

Geneos Wealth Management reported no remaining Nuance Communications, Inc. position as of Q2 2021 after selling out during the quarter.
Geneos Wealth Management sold 275 Nuance Communications, Inc. shares in Q2 2021, an estimated $14K.
Geneos Wealth Management first reported a position in Nuance Communications, Inc. in Q1 2016 and held it in 18 quarters.
Geneos Wealth Management's Nuance Communications, Inc. position peaked at $191K in Q3 2018.
459 funds tracked by Wall St. Rank held Nuance Communications, Inc. as of Q2 2021.

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