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Optimum Investment Advisors’s The GEO Group GEO Stock Holding History

Optimum Investment Advisors’s Portfolio GEO Stock Details GEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,000
Closed -$43.8K – 759
2022
Q4 		$43.8K Buy
+4,000
New +$38.9K 0.02% 395
2021
Q4 		– Sell
-6,000
Closed -$45K – 846
2021
Q3 		$45K Hold
6,000
– – 0.02% 470
2021
Q2 		$43K Buy
6,000
+1,000
+20% +$6.3K 0.01% 541
2021
Q1 		$39K Buy
5,000
+4,000
+400% +$32.9K 0.01% 553
2020
Q4 		$9K Buy
+1,000
New +$9.59K ﹤0.01% 737
2019
Q4 		– Sell
-140
Closed -$2K – 969
2019
Q3 		$2K Buy
+140
New +$2.51K ﹤0.01% 938

Other funds holding GEO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Optimum Investment Advisors's GEO Position: Q1 2023 in Review

Optimum Investment Advisors sold out of The GEO Group (GEO) in Q1 2023, closing a stake of 4,000 shares — an estimated $43.8K sold.

Optimum Investment Advisors first reported a position in GEO in Q3 2019 and held it in 6 quarters. The position peaked at $45K in Q3 2021. 220 funds tracked by Wall St. Rank hold GEO as of Q1 2023.

  • Optimum Investment Advisors reported no remaining The GEO Group position as of Q1 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 4,000 The GEO Group shares in Q1 2023, an estimated $43.8K.
  • Optimum Investment Advisors first reported a position in The GEO Group in Q3 2019 and held it in 6 quarters.
  • Optimum Investment Advisors's The GEO Group position peaked at $45K in Q3 2021.
  • 220 funds tracked by Wall St. Rank held The GEO Group as of Q1 2023.

Based on Optimum Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.