Berman Capital Advisors’s NCR Voyix VYX Stock Holding History

Berman Capital 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
2021 Q3	$29K	Buy	1,247 +1,138	+1,044%	+$29.6K	﹤0.01%	873
2021 Q2	$3K	Hold	109	–	–	﹤0.01%	1528
2021 Q1	$2K	Hold	109	–	–	﹤0.01%	1559
2020 Q4	$2K	Hold	109	–	–	﹤0.01%	1449
2020 Q3	$1K	Buy	+109	New	+$1.29K	﹤0.01%	1531
2020 Q2	–	Sell	-238	Closed	-$1K	–	1842
2020 Q1	$1K	Buy	238 +38	+19%	+$653	﹤0.01%	1387
2019 Q4	$4K	Hold	200	–	–	﹤0.01%	1053
2019 Q3	$3K	Hold	200	–	–	﹤0.01%	1114
2019 Q2	$3K	Hold	200	–	–	﹤0.01%	1132
2019 Q1	$3K	Buy	+200	New	+$3.31K	﹤0.01%	1033

Other funds holding VYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Berman Capital Advisors's VYX Position: Q3 2021 in Review

Berman Capital Advisors increased its NCR Voyix (VYX) stake by 1,044% in Q3 2021, buying an estimated $29.6K and bringing the position to 1,247 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Berman Capital Advisors first reported a position in VYX in Q1 2019 and has held it in 10 quarters since. 374 funds tracked by Wall St. Rank hold VYX as of Q3 2021.

Berman Capital Advisors held 1,247 shares of NCR Voyix worth $29K as of Q3 2021.
Berman Capital Advisors bought 1,138 NCR Voyix shares in Q3 2021, an estimated $29.6K.
NCR Voyix made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #873 holding.
Berman Capital Advisors first reported a position in NCR Voyix in Q1 2019 and has held it in 10 quarters since.
374 funds tracked by Wall St. Rank held NCR Voyix as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.