KJWM
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Kiley Juergens Wealth Management’s AXIS Capital AXS Stock Holding History

Kiley Juergens Wealth Management’s Portfolio AXS Stock Details AXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-461
Closed – – 90
2018
Q3 		$0 Hold
461
– – ﹤0.01% 641
2018
Q2 		$0 Buy
+461
New +$26.4K ﹤0.01% 580
2018
Q1 		– Sell
-461
Closed -$23K – 129
2017
Q4 		$23K Buy
+461
New +$24.6K 0.02% 322

Other funds holding AXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kiley Juergens Wealth Management's AXS Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of AXIS Capital (AXS) in Q4 2018, closing a stake of 461 shares.

Kiley Juergens Wealth Management first reported a position in AXS in Q4 2017 and held it in 3 quarters. The position peaked at $23K in Q4 2017. 272 funds tracked by Wall St. Rank hold AXS as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining AXIS Capital position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 461 AXIS Capital shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in AXIS Capital in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's AXIS Capital position peaked at $23K in Q4 2017.
  • 272 funds tracked by Wall St. Rank held AXIS Capital as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.