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Bellwether Investment Group’s NCR Voyix VYX Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-313
Closed -$9K – 602
2017
Q1 		$9K Hold
313
– – 0.02% 525
2016
Q4 		$8K Buy
+313
New +$7.03K 0.01% 704
2016
Q2 		$7K Buy
+435
New +$7.87K 0.01% 464

Other funds holding VYX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bellwether Investment Group's VYX Position: Q2 2017 in Review

Bellwether Investment Group sold out of NCR Voyix (VYX) in Q2 2017, closing a stake of 313 shares — an estimated $9K sold.

Bellwether Investment Group first reported a position in VYX in Q2 2016 and held it in 3 quarters. The position peaked at $9K in Q1 2017. 392 funds tracked by Wall St. Rank hold VYX as of Q2 2017.

  • Bellwether Investment Group reported no remaining NCR Voyix position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 313 NCR Voyix shares in Q2 2017, an estimated $9K.
  • Bellwether Investment Group first reported a position in NCR Voyix in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's NCR Voyix position peaked at $9K in Q1 2017.
  • 392 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.