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Atlas Private Wealth Management’s NCR Voyix VYX Stock Holding History

Atlas Private 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
2021
Q2 		– Sell
-31
Closed -$1K – 377
2021
Q1 		$1K Buy
+31
New +$682 ﹤0.01% 394
2020
Q3 		– Sell
-396
Closed -$4K – 482
2020
Q2 		$4K Hold
396
– – ﹤0.01% 401
2020
Q1 		$4K Hold
396
– – ﹤0.01% 385
2019
Q4 		$9K Buy
+396
New +$7.71K 0.01% 360

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Atlas Private Wealth Management's VYX Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of NCR Voyix (VYX) in Q2 2021, closing a stake of 31 shares — an estimated $1K sold.

Atlas Private Wealth Management first reported a position in VYX in Q4 2019 and held it in 4 quarters. The position peaked at $9K in Q4 2019. 397 funds tracked by Wall St. Rank hold VYX as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining NCR Voyix position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 31 NCR Voyix shares in Q2 2021, an estimated $1K.
  • Atlas Private Wealth Management first reported a position in NCR Voyix in Q4 2019 and held it in 4 quarters.
  • Atlas Private Wealth Management's NCR Voyix position peaked at $9K in Q4 2019.
  • 397 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.