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Carolina Wealth Advisors’s NCR Voyix VYX Stock Holding History

Carolina 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
2025
Q1 		– Sell
-2
Closed -$28 – 314
2024
Q4 		$28 Hold
2
– – ﹤0.01% 298
2024
Q3 		$27 Sell
2
-5,587
-100% -$74.6K ﹤0.01% 337
2024
Q2 		$69K Buy
5,589
+300
+6% +$3.78K 0.03% 86
2024
Q1 		$66.8K Buy
+5,289
New +$76.2K 0.04% 96

Other funds holding VYX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Carolina Wealth Advisors's VYX Position: Q1 2025 in Review

Carolina Wealth Advisors sold out of NCR Voyix (VYX) in Q1 2025, closing a stake of 2 shares — an estimated $28 sold.

Carolina Wealth Advisors first reported a position in VYX in Q1 2024 and held it in 4 quarters. The position peaked at $69K in Q2 2024. 318 funds tracked by Wall St. Rank hold VYX as of Q1 2025.

  • Carolina Wealth Advisors reported no remaining NCR Voyix position as of Q1 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 2 NCR Voyix shares in Q1 2025, an estimated $28.
  • Carolina Wealth Advisors first reported a position in NCR Voyix in Q1 2024 and held it in 4 quarters.
  • Carolina Wealth Advisors's NCR Voyix position peaked at $69K in Q2 2024.
  • 318 funds tracked by Wall St. Rank held NCR Voyix as of Q1 2025.

Based on Carolina Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.