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United Capital Financial Advisors’s Genius Sports GENI Stock Holding History

United Capital Financial Advisors’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
Q3 		– Sell
-10,000
Closed -$61.9K – 860
2023
Q2 		$61.9K Sell
10,000
-500
-5% -$2.51K ﹤0.01% 883
2023
Q1 		$52.3K Hold
10,500
– – ﹤0.01% 951
2022
Q4 		$37.5K Buy
+10,500
New +$46.1K ﹤0.01% 1026

Other funds holding GENI

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SC
Samjo Capital New York $254M AUM 36.81% 1-Year Est. Return

United Capital Financial Advisors's GENI Position: Q3 2023 in Review

United Capital Financial Advisors sold out of Genius Sports (GENI) in Q3 2023, closing a stake of 10,000 shares — an estimated $61.9K sold.

United Capital Financial Advisors first reported a position in GENI in Q4 2022 and held it in 3 quarters. The position peaked at $61.9K in Q2 2023. 136 funds tracked by Wall St. Rank hold GENI as of Q3 2023.

  • United Capital Financial Advisors reported no remaining Genius Sports position as of Q3 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,000 Genius Sports shares in Q3 2023, an estimated $61.9K.
  • United Capital Financial Advisors first reported a position in Genius Sports in Q4 2022 and held it in 3 quarters.
  • United Capital Financial Advisors's Genius Sports position peaked at $61.9K in Q2 2023.
  • 136 funds tracked by Wall St. Rank held Genius Sports as of Q3 2023.

Based on United Capital Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.