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Schrum Private Wealth Management’s Genius Sports GENI Stock Holding History

Schrum Private Wealth Management’s Portfolio GENI Stock Details GENI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,000
Closed -$37K – 110
2022
Q3 		$37K Hold
10,000
– – 0.05% 107
2022
Q2 		$23K Hold
10,000
– – 0.03% 113
2022
Q1 		$39K Buy
+10,000
New +$57.6K 0.04% 120

Other funds holding GENI

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CPA
Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return

Schrum Private Wealth Management's GENI Position: Q4 2022 in Review

Schrum Private Wealth Management sold out of Genius Sports (GENI) in Q4 2022, closing a stake of 10,000 shares — an estimated $37K sold.

Schrum Private Wealth Management first reported a position in GENI in Q1 2022 and held it in 3 quarters. The position peaked at $39K in Q1 2022. 92 funds tracked by Wall St. Rank hold GENI as of Q4 2022.

  • Schrum Private Wealth Management reported no remaining Genius Sports position as of Q4 2022 after selling out during the quarter.
  • Schrum Private Wealth Management sold 10,000 Genius Sports shares in Q4 2022, an estimated $37K.
  • Schrum Private Wealth Management first reported a position in Genius Sports in Q1 2022 and held it in 3 quarters.
  • Schrum Private Wealth Management's Genius Sports position peaked at $39K in Q1 2022.
  • 92 funds tracked by Wall St. Rank held Genius Sports as of Q4 2022.

Based on Schrum Private Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.