1834 Investment Advisors’s NCR Voyix VYX Stock Holding History

1834 Investment Advisors’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
2022 Q2	–	Sell	-3,073	Closed	-$76K	–	507
2022 Q1	$76K	Hold	3,073	–	–	0.01%	234
2021 Q4	$76K	Hold	3,073	–	–	0.01%	245
2021 Q3	$73K	Sell	3,073 -1,630	-35%	-$42.4K	0.01%	250
2021 Q2	$132K	Hold	4,703	–	–	0.02%	217
2021 Q1	$109K	Hold	4,703	–	–	0.01%	232
2020 Q4	$108K	Hold	4,703	–	–	0.01%	228
2020 Q3	$64K	Hold	4,703	–	–	0.01%	253
2020 Q2	$50K	Hold	4,703	–	–	0.01%	245
2020 Q1	$51K	Buy	+4,703	New	+$80.8K	0.01%	252
2019 Q1	–	Sell	-3	Closed	–	–	431
2018 Q4	$0	Sell	3 -414	-99%	-$6.5K	﹤0.01%	421
2018 Q3	$7K	Hold	417	–	–	﹤0.01%	374
2018 Q2	$8K	Hold	417	–	–	﹤0.01%	383
2018 Q1	$8K	Buy	+417	New	+$8.79K	﹤0.01%	397

Other funds holding VYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return