Number of Shares
33,931.00
Current Holdings Value*
$5.88 Mil
% of Portfolio
4.18%
Total Estimate Gain
$2.91 Mil
% of Total Estimate Gain
52.76%

Geier Asset Management, Inc.'s iShares MSCI USA Momentum Factor ETF Holding Summary

As of 2021-06-30, Geier Asset Management, Inc. held 33,931.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $5.88 Mil. This investment constitutes 4.18% of their stock portfolio, and Geier Asset Management, Inc. now holds 0.05% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.

The initial trade took place in 2020Q4. And since then Geier Asset Management, Inc. has made 1 purchases of MTUM, at an average price of $154.04, for a total of 35,748.00 shares. In addition, there have been 1 sales at an average price of $165.25 for 1,817.00 shares. Based on historical transaction data and MTUM's current price of $239.07, Geier Asset Management, Inc.'s estimated gain on his MTUM holdings is $2.91 Mil, reflecting a 52.76% gain to date.

Geier Asset Management, Inc. MTUM ($239.07) Holding Chart

Geier Asset Management, Inc. MTUM ($239.07) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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