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Kiley Juergens Wealth Management’s NCR Voyix VYX Stock Holding History

Kiley Juergens Wealth Management’s Portfolio VYX Stock Details VYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,467
Closed -$25K – 653
2018
Q3 		$25K Hold
1,467
– – 0.02% 332
2018
Q2 		$26K Buy
+1,467
New +$27.7K 0.02% 288
2018
Q1 		– Sell
-1,467
Closed -$30K – 604
2017
Q4 		$30K Buy
+1,467
New +$29.8K 0.03% 282

Other funds holding VYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of NCR Voyix (VYX) in Q4 2018, closing a stake of 1,467 shares — an estimated $25K sold.

Kiley Juergens Wealth Management first reported a position in VYX in Q4 2017 and held it in 3 quarters. The position peaked at $30K in Q4 2017. 344 funds tracked by Wall St. Rank hold VYX as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining NCR Voyix position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 1,467 NCR Voyix shares in Q4 2018, an estimated $25K.
  • Kiley Juergens Wealth Management first reported a position in NCR Voyix in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's NCR Voyix position peaked at $30K in Q4 2017.
  • 344 funds tracked by Wall St. Rank held NCR Voyix as of Q4 2018.

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