BFA
VYX icon

Beaumont Financial Advisors’s NCR Voyix VYX Stock Holding History

Beaumont Financial 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
2014
Q4 		– Sell
-258,926
Closed -$5.31M – 172
2014
Q3 		$5.31M Sell
258,926
-14,083
-5% -$286K 0.35% 71
2014
Q2 		$5.88M Buy
273,009
+133,766
+96% +$2.7M 0.42% 69
2014
Q1 		$3.12M Buy
139,243
+73,676
+112% +$1.57M 0.26% 72
2013
Q4 		$1.37M Buy
+65,567
New +$1.46M 0.11% 86

Other funds holding VYX

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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 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 $247M AUM 20.65% 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 $2.9T AUM 29.55% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return