Geneos Wealth Management
NLSN

Geneos Wealth Management’s Nielsen Holdings plc NLSN Stock Holding History

Geneos Wealth Management’s Portfolio NLSN Stock Details NLSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-68
Closed -$1K – 2875
2022
Q1 		$1K Buy
68
+1
+1% +$20 ﹤0.01% 2733
2021
Q4 		$1K Sell
67
-68
-50% -$1.39K ﹤0.01% 2756
2021
Q3 		$2K Hold
135
– – ﹤0.01% 2701
2021
Q2 		$3K Hold
135
– – ﹤0.01% 2631
2021
Q1 		$3K Hold
135
– – ﹤0.01% 2855
2020
Q4 		$3K Hold
135
– – ﹤0.01% 2668
2020
Q3 		$1K Hold
135
– – ﹤0.01% 2618
2020
Q2 		$1K Hold
135
– – ﹤0.01% 2552
2020
Q1 		$1K Sell
135
-400
-75% -$7.5K ﹤0.01% 2463
2019
Q4 		$10K Buy
535
+400
+296% +$8.13K ﹤0.01% 1994
2019
Q3 		$2K Hold
135
– – ﹤0.01% 2354
2019
Q2 		$3K Hold
135
– – ﹤0.01% 2283
2019
Q1 		$3K Hold
135
– – ﹤0.01% 2205
2018
Q4 		$3K Sell
135
-1,652
-92% -$42.8K ﹤0.01% 2164
2018
Q3 		$49K Buy
1,787
+1,652
+1,224% +$44.5K ﹤0.01% 1186
2018
Q2 		$4K Hold
135
– – ﹤0.01% 2015
2018
Q1 		$4K Hold
135
– – ﹤0.01% 1934
2017
Q4 		$4K Hold
135
– – ﹤0.01% 1914
2017
Q3 		$5K Hold
135
– – ﹤0.01% 1789
2017
Q2 		$5K Hold
135
– – ﹤0.01% 1757
2017
Q1 		$5K Buy
135
+92
+214% +$3.94K ﹤0.01% 1709
2016
Q4 		$1K Hold
43
– – ﹤0.01% 2039
2016
Q3 		$2K Buy
+43
New +$2.29K ﹤0.01% 1838

Other funds holding NLSN

WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Elliott Investment Management
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Geneos Wealth Management's NLSN Position: Q2 2022 in Review

Geneos Wealth Management sold out of Nielsen Holdings plc (NLSN) in Q2 2022, closing a stake of 68 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in NLSN in Q3 2016 and held it in 23 quarters. The position peaked at $49K in Q3 2018. 359 funds tracked by Wall St. Rank hold NLSN as of Q2 2022.

  • Geneos Wealth Management reported no remaining Nielsen Holdings plc position as of Q2 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 68 Nielsen Holdings plc shares in Q2 2022, an estimated $1K.
  • Geneos Wealth Management first reported a position in Nielsen Holdings plc in Q3 2016 and held it in 23 quarters.
  • Geneos Wealth Management's Nielsen Holdings plc position peaked at $49K in Q3 2018.
  • 359 funds tracked by Wall St. Rank held Nielsen Holdings plc as of Q2 2022.

Based on Geneos Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.