Amplius Wealth Advisors’s NCR Voyix VYX Stock Holding History

Amplius Wealth 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 Q1	–	Sell	-39	Closed	–	–	908
2021 Q4	$0	Buy	+39	New	+$990	﹤0.01%	1006

Other funds holding VYX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

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

Amplius Wealth Advisors's VYX Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of NCR Voyix (VYX) in Q1 2022, closing a stake of 39 shares.

Amplius Wealth Advisors first reported a position in VYX in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 390 funds tracked by Wall St. Rank hold VYX as of Q1 2022.

Amplius Wealth Advisors reported no remaining NCR Voyix position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 39 NCR Voyix shares in Q1 2022.
Amplius Wealth Advisors first reported a position in NCR Voyix in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's NCR Voyix position peaked at $0 in Q4 2021.
390 funds tracked by Wall St. Rank held NCR Voyix as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.