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Geneos Wealth Management’s SITE Centers SITC Stock Holding History

Geneos Wealth Management’s Portfolio SITC Stock Details SITC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-159
Closed -$1K – 2593
2019
Q4 		$1K Sell
159
-60
-27% -$683 ﹤0.01% 2498
2019
Q3 		$2K Sell
219
-3
-1% -$33 ﹤0.01% 2324
2019
Q2 		$2K Hold
222
– – ﹤0.01% 2333
2019
Q1 		$2K Hold
222
– – ﹤0.01% 2260
2018
Q4 		$1K Buy
+222
New +$2.08K ﹤0.01% 2332

Other funds holding SITC

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geneos Wealth Management's SITC Position: Q1 2020 in Review

Geneos Wealth Management sold out of SITE Centers (SITC) in Q1 2020, closing a stake of 159 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in SITC in Q4 2018 and held it in 5 quarters. The position peaked at $2K in Q3 2019. 221 funds tracked by Wall St. Rank hold SITC as of Q1 2020.

  • Geneos Wealth Management reported no remaining SITE Centers position as of Q1 2020 after selling out during the quarter.
  • Geneos Wealth Management sold 159 SITE Centers shares in Q1 2020, an estimated $1K.
  • Geneos Wealth Management first reported a position in SITE Centers in Q4 2018 and held it in 5 quarters.
  • Geneos Wealth Management's SITE Centers position peaked at $2K in Q3 2019.
  • 221 funds tracked by Wall St. Rank held SITE Centers as of Q1 2020.

Based on Geneos Wealth Management's 13F filing for Q1 2020, filed 7 Sep 2021.