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GeoWealth Management’s ACV Auctions ACVA Stock Holding History

GeoWealth Management’s Portfolio ACVA Stock Details ACVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,444
Closed -$52.8K – 1067
2024
Q4 		$52.8K Buy
2,444
+319
+15% +$6.45K ﹤0.01% 1146
2024
Q3 		$43.2K Buy
+2,125
New +$39.2K ﹤0.01% 1119

Other funds holding ACVA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GeoWealth Management's ACVA Position: Q1 2025 in Review

GeoWealth Management sold out of ACV Auctions (ACVA) in Q1 2025, closing a stake of 2,444 shares — an estimated $52.8K sold.

GeoWealth Management first reported a position in ACVA in Q3 2024 and held it in 2 quarters. The position peaked at $52.8K in Q4 2024. 256 funds tracked by Wall St. Rank hold ACVA as of Q1 2025.

  • GeoWealth Management reported no remaining ACV Auctions position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 2,444 ACV Auctions shares in Q1 2025, an estimated $52.8K.
  • GeoWealth Management first reported a position in ACV Auctions in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's ACV Auctions position peaked at $52.8K in Q4 2024.
  • 256 funds tracked by Wall St. Rank held ACV Auctions as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.