Acima Private Wealth’s NCR Voyix VYX Stock Holding History

Acima Private Wealth’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	-41	Closed	-$590	–	279
2023 Q1	$590	Hold	41	–	–	﹤0.01%	278
2022 Q4	$585	Hold	41	–	–	﹤0.01%	219
2022 Q3	$475	Hold	41	–	–	﹤0.01%	226
2022 Q2	$778	Hold	41	–	–	﹤0.01%	232
2022 Q1	$1K	Hold	41	–	–	﹤0.01%	235
2021 Q4	$1K	Hold	41	–	–	﹤0.01%	236
2021 Q3	$1K	Hold	41	–	–	﹤0.01%	232
2021 Q2	$1K	Hold	41	–	–	﹤0.01%	232
2021 Q1	$1K	Hold	41	–	–	﹤0.01%	232
2020 Q4	$1K	Hold	41	–	–	﹤0.01%	235
2020 Q3	$1K	Hold	41	–	–	﹤0.01%	222
2020 Q2	$0	Hold	41	–	–	﹤0.01%	267
2020 Q1	$0	Hold	41	–	–	﹤0.01%	292
2019 Q4	$1K	Hold	41	–	–	﹤0.01%	293
2019 Q3	$0	Hold	41	–	–	﹤0.01%	278
2019 Q2	$1K	Hold	41	–	–	﹤0.01%	253
2019 Q1	$1K	Hold	41	–	–	﹤0.01%	257
2018 Q4	$1K	Buy	+41	New	+$644	﹤0.01%	287

Other funds holding VYX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Acima Private Wealth's VYX Position: Q2 2023 in Review

Acima Private Wealth sold out of NCR Voyix (VYX) in Q2 2023, closing a stake of 41 shares — an estimated $590 sold.

Acima Private Wealth first reported a position in VYX in Q4 2018 and held it in 18 quarters. The position peaked at $1K in Q1 2022. 368 funds tracked by Wall St. Rank hold VYX as of Q2 2023.

Acima Private Wealth reported no remaining NCR Voyix position as of Q2 2023 after selling out during the quarter.
Acima Private Wealth sold 41 NCR Voyix shares in Q2 2023, an estimated $590.
Acima Private Wealth first reported a position in NCR Voyix in Q4 2018 and held it in 18 quarters.
Acima Private Wealth's NCR Voyix position peaked at $1K in Q1 2022.
368 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2023.

Based on Acima Private Wealth's 13F filing for Q2 2023, filed 29 Feb 2024.