GWM
PLYM

Geneos Wealth Management’s Plymouth Industrial REIT PLYM Stock Holding History

Geneos Wealth Management’s Portfolio PLYM Stock Details PLYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-16,500
Closed -$203K – 2974
2020
Q3 		$203K Hold
16,500
– – 0.01% 681
2020
Q2 		$195K Hold
16,500
– – 0.01% 681
2020
Q1 		$199K Hold
16,500
– – 0.01% 612
2019
Q4 		$301K Buy
+16,500
New +$304K 0.02% 555

Other funds holding PLYM

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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Geneos Wealth Management's PLYM Position: Q4 2020 in Review

Geneos Wealth Management sold out of Plymouth Industrial REIT (PLYM) in Q4 2020, closing a stake of 16,500 shares — an estimated $203K sold.

Geneos Wealth Management first reported a position in PLYM in Q4 2019 and held it in 4 quarters. The position peaked at $301K in Q4 2019. 107 funds tracked by Wall St. Rank hold PLYM as of Q4 2020.

  • Geneos Wealth Management reported no remaining Plymouth Industrial REIT position as of Q4 2020 after selling out during the quarter.
  • Geneos Wealth Management sold 16,500 Plymouth Industrial REIT shares in Q4 2020, an estimated $203K.
  • Geneos Wealth Management first reported a position in Plymouth Industrial REIT in Q4 2019 and held it in 4 quarters.
  • Geneos Wealth Management's Plymouth Industrial REIT position peaked at $301K in Q4 2019.
  • 107 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q4 2020.

Based on Geneos Wealth Management's 13F filing for Q4 2020, filed 19 May 2021.