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Accel Wealth Management’s NCR Voyix VYX Stock Holding History

Accel 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
2023
Q2 		– Sell
-163
Closed -$2.36K – 863
2023
Q1 		$2.36K Hold
163
– – ﹤0.01% 1092
2022
Q4 		$2.34K Hold
163
– – ﹤0.01% 892
2022
Q3 		$2K Hold
163
– – ﹤0.01% 949
2022
Q2 		$3K Hold
163
– – ﹤0.01% 878
2022
Q1 		$4K Hold
163
– – ﹤0.01% 842
2021
Q4 		$4K Hold
163
– – ﹤0.01% 848
2021
Q3 		$4K Hold
163
– – ﹤0.01% 775
2021
Q2 		$5K Hold
163
– – ﹤0.01% 808
2021
Q1 		$4K Hold
163
– – ﹤0.01% 789
2020
Q4 		$4K Buy
+163
New +$2.7K ﹤0.01% 746

Other funds holding VYX

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Accel Wealth Management's VYX Position: Q2 2023 in Review

Accel Wealth Management sold out of NCR Voyix (VYX) in Q2 2023, closing a stake of 163 shares — an estimated $2.36K sold.

Accel Wealth Management first reported a position in VYX in Q4 2020 and held it in 10 quarters. The position peaked at $5K in Q2 2021. 368 funds tracked by Wall St. Rank hold VYX as of Q2 2023.

  • Accel Wealth Management reported no remaining NCR Voyix position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 163 NCR Voyix shares in Q2 2023, an estimated $2.36K.
  • Accel Wealth Management first reported a position in NCR Voyix in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's NCR Voyix position peaked at $5K in Q2 2021.
  • 368 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.