GWM
SILK

Geneos Wealth Management’s Silk Road Medical, Inc. Common Stock SILK Stock Holding History

Geneos Wealth Management’s Portfolio SILK Stock Details SILK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-28
Closed -$1K – 3161
2021
Q1 		$1K Buy
+28
New +$1.56K ﹤0.01% 3083

Other funds holding SILK

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

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

Geneos Wealth Management sold out of Silk Road Medical, Inc. Common Stock (SILK) in Q2 2021, closing a stake of 28 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in SILK in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 155 funds tracked by Wall St. Rank hold SILK as of Q2 2021.

  • Geneos Wealth Management reported no remaining Silk Road Medical, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 28 Silk Road Medical, Inc. Common Stock shares in Q2 2021, an estimated $1K.
  • Geneos Wealth Management first reported a position in Silk Road Medical, Inc. Common Stock in Q1 2021 and held it in 1 quarter.
  • Geneos Wealth Management's Silk Road Medical, Inc. Common Stock position peaked at $1K in Q1 2021.
  • 155 funds tracked by Wall St. Rank held Silk Road Medical, Inc. Common Stock as of Q2 2021.

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