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BDO Wealth Advisors’s NCR Voyix VYX Stock Holding History

BDO 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
2023
Q2 		$152 Hold
10
– – ﹤0.01% 963
2023
Q1 		$142 Hold
10
– – ﹤0.01% 1037
2022
Q4 		$140 Hold
10
– – ﹤0.01% 994
2022
Q3 		$0 Hold
10
– – ﹤0.01% 1144
2022
Q2 		$0 Sell
10
-244
-96% -$5.21K ﹤0.01% 1125
2022
Q1 		$6K Hold
254
– – ﹤0.01% 802
2021
Q4 		$6K Buy
254
+9
+4% +$228 ﹤0.01% 814
2021
Q3 		$6K Hold
245
– – ﹤0.01% 813
2021
Q2 		$7K Buy
+245
New +$6.78K ﹤0.01% 824

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BDO Wealth Advisors's VYX Position: Q2 2023 in Review

BDO Wealth Advisors held its NCR Voyix (VYX) position steady in Q2 2023 at 10 shares worth $152. The position accounts for ﹤0.01% of the portfolio, ranked #963.

BDO Wealth Advisors first reported a position in VYX in Q2 2021 and has held it in 9 quarters since. The position peaked at $7K in Q2 2021. 369 funds tracked by Wall St. Rank hold VYX as of Q2 2023.

  • BDO Wealth Advisors held 10 shares of NCR Voyix worth $152 as of Q2 2023.
  • BDO Wealth Advisors left its NCR Voyix share count unchanged in Q2 2023.
  • NCR Voyix made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #963 holding.
  • BDO Wealth Advisors first reported a position in NCR Voyix in Q2 2021 and has held it in 9 quarters since.
  • BDO Wealth Advisors's NCR Voyix position peaked at $7K in Q2 2021.
  • 369 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.