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Accurate Wealth Management’s NCR Voyix VYX Stock Holding History

Accurate 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
Q1 		– Sell
-632
Closed -$9.63K – 1445
2022
Q4 		$9.63K Buy
+632
New +$8.41K ﹤0.01% 868

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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
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

Accurate Wealth Management's VYX Position: Q1 2023 in Review

Accurate Wealth Management sold out of NCR Voyix (VYX) in Q1 2023, closing a stake of 632 shares — an estimated $9.63K sold.

Accurate Wealth Management first reported a position in VYX in Q4 2022 and held it in 1 quarter. The position peaked at $9.63K in Q4 2022. 358 funds tracked by Wall St. Rank hold VYX as of Q1 2023.

  • Accurate Wealth Management reported no remaining NCR Voyix position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 632 NCR Voyix shares in Q1 2023, an estimated $9.63K.
  • Accurate Wealth Management first reported a position in NCR Voyix in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's NCR Voyix position peaked at $9.63K in Q4 2022.
  • 358 funds tracked by Wall St. Rank held NCR Voyix as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.