Burt Wealth Advisors’s NCR Voyix VYX Stock Holding History

Burt 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
2020 Q3	–	Sell	-119	Closed	-$1K	–	440
2020 Q2	$1K	Hold	119	–	–	﹤0.01%	396
2020 Q1	$1K	Buy	+119	New	+$2.04K	﹤0.01%	394
2018 Q1	–	Sell	-20	Closed	–	–	399
2017 Q4	$0	Buy	+20	New	+$406	﹤0.01%	387
2016 Q1	–	Sell	-279	Closed	-$4K	–	723
2015 Q4	$4K	Buy	+279	New	+$4.44K	﹤0.01%	409

Other funds holding VYX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

RRAM

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

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

LSCM

Light Street Capital Management Palo Alto, California $903M AUM 113.12% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Burt Wealth Advisors's VYX Position: Q3 2020 in Review

Burt Wealth Advisors sold out of NCR Voyix (VYX) in Q3 2020, closing a stake of 119 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in VYX in Q4 2015 and held it in 4 quarters. The position peaked at $4K in Q4 2015. 309 funds tracked by Wall St. Rank hold VYX as of Q3 2020.

Burt Wealth Advisors reported no remaining NCR Voyix position as of Q3 2020 after selling out during the quarter.
Burt Wealth Advisors sold 119 NCR Voyix shares in Q3 2020, an estimated $1K.
Burt Wealth Advisors first reported a position in NCR Voyix in Q4 2015 and held it in 4 quarters.
Burt Wealth Advisors's NCR Voyix position peaked at $4K in Q4 2015.
309 funds tracked by Wall St. Rank held NCR Voyix as of Q3 2020.

Based on Burt Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.