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Avantax Planning Partners’s NCR Voyix VYX Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-786
Closed -$14K – 1181
2018
Q3 		$14K Buy
+786
New +$14K ﹤0.01% 797
2018
Q2 		– Sell
-927
Closed -$17K – 1465
2018
Q1 		$17K Buy
+927
New +$19.5K ﹤0.01% 846

Other funds holding VYX

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Avantax Planning Partners's VYX Position: Q4 2018 in Review

Avantax Planning Partners sold out of NCR Voyix (VYX) in Q4 2018, closing a stake of 786 shares — an estimated $14K sold.

Avantax Planning Partners first reported a position in VYX in Q1 2018 and held it in 2 quarters. The position peaked at $17K in Q1 2018. 344 funds tracked by Wall St. Rank hold VYX as of Q4 2018.

  • Avantax Planning Partners reported no remaining NCR Voyix position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 786 NCR Voyix shares in Q4 2018, an estimated $14K.
  • Avantax Planning Partners first reported a position in NCR Voyix in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's NCR Voyix position peaked at $17K in Q1 2018.
  • 344 funds tracked by Wall St. Rank held NCR Voyix as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.