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Asset Planning Services (Pennsylvania)’s NCR Voyix VYX Stock Holding History

Asset Planning Services (Pennsylvania)’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
2017
Q1 		– Sell
-652
Closed -$16K – 306
2016
Q4 		$16K Hold
652
– – 0.01% 174
2016
Q3 		$13K Hold
652
– – 0.01% 181
2016
Q2 		$11K Buy
+652
New +$11.8K 0.01% 194

Other funds holding VYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s VYX Position: Q1 2017 in Review

Asset Planning Services (Pennsylvania) sold out of NCR Voyix (VYX) in Q1 2017, closing a stake of 652 shares — an estimated $16K sold.

Asset Planning Services (Pennsylvania) first reported a position in VYX in Q2 2016 and held it in 3 quarters. The position peaked at $16K in Q4 2016. 383 funds tracked by Wall St. Rank hold VYX as of Q1 2017.

  • Asset Planning Services (Pennsylvania) reported no remaining NCR Voyix position as of Q1 2017 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 652 NCR Voyix shares in Q1 2017, an estimated $16K.
  • Asset Planning Services (Pennsylvania) first reported a position in NCR Voyix in Q2 2016 and held it in 3 quarters.
  • Asset Planning Services (Pennsylvania)'s NCR Voyix position peaked at $16K in Q4 2016.
  • 383 funds tracked by Wall St. Rank held NCR Voyix as of Q1 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q1 2017, filed 18 Apr 2017.