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B. Riley Wealth Advisors’s NCR Voyix VYX Stock Holding History

B. Riley 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
2015
Q1 		– Sell
-7,079
Closed -$127K – 1967
2014
Q4 		$127K Buy
+7,079
New +$124K ﹤0.01% 1589
2014
Q2 		– Sell
-6,439
Closed -$144K – 2464
2014
Q1 		$144K Buy
+6,439
New +$137K 0.04% 504

Other funds holding VYX

JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

B. Riley Wealth Advisors's VYX Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of NCR Voyix (VYX) in Q1 2015, closing a stake of 7,079 shares — an estimated $127K sold.

B. Riley Wealth Advisors first reported a position in VYX in Q1 2014 and held it in 2 quarters. The position peaked at $144K in Q1 2014. 341 funds tracked by Wall St. Rank hold VYX as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining NCR Voyix position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 7,079 NCR Voyix shares in Q1 2015, an estimated $127K.
  • B. Riley Wealth Advisors first reported a position in NCR Voyix in Q1 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's NCR Voyix position peaked at $144K in Q1 2014.
  • 341 funds tracked by Wall St. Rank held NCR Voyix as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.