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Toth Financial Advisory’s Genius Sports GENI Stock Holding History

Toth Financial Advisory’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
2023
Q4 		– Sell
-150
Closed -$800 – 758
2023
Q3 		$800 Buy
+150
New +$993 ﹤0.01% 723

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Toth Financial Advisory's GENI Position: Q4 2023 in Review

Toth Financial Advisory sold out of Genius Sports (GENI) in Q4 2023, closing a stake of 150 shares — an estimated $800 sold.

Toth Financial Advisory first reported a position in GENI in Q3 2023 and held it in 1 quarter. The position peaked at $800 in Q3 2023. 131 funds tracked by Wall St. Rank hold GENI as of Q4 2023.

  • Toth Financial Advisory reported no remaining Genius Sports position as of Q4 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 150 Genius Sports shares in Q4 2023, an estimated $800.
  • Toth Financial Advisory first reported a position in Genius Sports in Q3 2023 and held it in 1 quarter.
  • Toth Financial Advisory's Genius Sports position peaked at $800 in Q3 2023.
  • 131 funds tracked by Wall St. Rank held Genius Sports as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.