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Genesis Wealth Advisors’s Savara SVRA Stock Holding History

Genesis Wealth Advisors’s Portfolio SVRA Stock Details SVRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$4.9K Hold
143
– – ﹤0.01% 413
2015
Q1 		$4.61K Hold
143
– – ﹤0.01% 396
2014
Q4 		$5.55K Buy
+143
New +$5K ﹤0.01% 414

Other funds holding SVRA

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAM
MPM Asset Management Boston, Massachusetts $44.5M AUM 47.28% 1-Year Est. Return
PAI
ProQuest Associates IV Naples, Florida $53M AUM 3.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

Genesis Wealth Advisors's SVRA Position: Q2 2015 in Review

Genesis Wealth Advisors held its Savara (SVRA) position steady in Q2 2015 at 143 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Genesis Wealth Advisors first reported a position in SVRA in Q4 2014 and has held it in 3 quarters since. The position peaked at $5.55K in Q4 2014. 35 funds tracked by Wall St. Rank hold SVRA as of Q2 2015.

  • Genesis Wealth Advisors held 143 shares of Savara worth $4.9K as of Q2 2015.
  • Genesis Wealth Advisors left its Savara share count unchanged in Q2 2015.
  • Savara made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #413 holding.
  • Genesis Wealth Advisors first reported a position in Savara in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Savara position peaked at $5.55K in Q4 2014.
  • 35 funds tracked by Wall St. Rank held Savara as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.