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Geneos Wealth Management’s Zymeworks ZYME Stock Holding History

Geneos Wealth Management’s Portfolio ZYME Stock Details ZYME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-500
Closed -$6K – 2473
2018
Q4 		$6K Buy
+500
New +$6.56K ﹤0.01% 1955
2018
Q3 		– Sell
-1,588
Closed -$23K – 2461
2018
Q2 		$23K Buy
+1,588
New +$24.6K ﹤0.01% 1395

Other funds holding ZYME

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geneos Wealth Management's ZYME Position: Q1 2019 in Review

Geneos Wealth Management sold out of Zymeworks (ZYME) in Q1 2019, closing a stake of 500 shares — an estimated $6K sold.

Geneos Wealth Management first reported a position in ZYME in Q2 2018 and held it in 2 quarters. The position peaked at $23K in Q2 2018. 47 funds tracked by Wall St. Rank hold ZYME as of Q1 2019.

  • Geneos Wealth Management reported no remaining Zymeworks position as of Q1 2019 after selling out during the quarter.
  • Geneos Wealth Management sold 500 Zymeworks shares in Q1 2019, an estimated $6K.
  • Geneos Wealth Management first reported a position in Zymeworks in Q2 2018 and held it in 2 quarters.
  • Geneos Wealth Management's Zymeworks position peaked at $23K in Q2 2018.
  • 47 funds tracked by Wall St. Rank held Zymeworks as of Q1 2019.

Based on Geneos Wealth Management's 13F filing for Q1 2019, filed 7 Sep 2021.