GWM
PPD

Geneos Wealth Management’s PPD, Inc. Common Stock PPD Stock Holding History

Geneos Wealth Management’s Portfolio PPD Stock Details PPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-9,141
Closed -$427K – 2924
2021
Q3 		$427K Buy
+9,141
New +$423K 0.02% 614

Geneos Wealth Management's PPD Position: Q4 2021 in Review

Geneos Wealth Management sold out of PPD, Inc. Common Stock (PPD) in Q4 2021, closing a stake of 9,141 shares — an estimated $427K sold.

Geneos Wealth Management first reported a position in PPD in Q3 2021 and held it in 1 quarter. The position peaked at $427K in Q3 2021. 0 funds tracked by Wall St. Rank hold PPD as of Q4 2021.

  • Geneos Wealth Management reported no remaining PPD, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 9,141 PPD, Inc. Common Stock shares in Q4 2021, an estimated $427K.
  • Geneos Wealth Management first reported a position in PPD, Inc. Common Stock in Q3 2021 and held it in 1 quarter.
  • Geneos Wealth Management's PPD, Inc. Common Stock position peaked at $427K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held PPD, Inc. Common Stock as of Q4 2021.

Based on Geneos Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.