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Coppell Advisory Solutions’s NCR Voyix VYX Stock Holding History

Coppell Advisory Solutions’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
2024
Q4 		– Sell
-334
Closed -$4.58K – 2089
2024
Q3 		$4.58K Buy
334
+12
+4% +$160 ﹤0.01% 1278
2024
Q2 		$3.98K Buy
+322
New +$4.05K ﹤0.01% 1249
2023
Q4 		$194 Sell
12
-513
-98% -$8.18K ﹤0.01% 1604
2023
Q3 		$7.54K Hold
525
– – ﹤0.01% 649
2023
Q2 		$8.03K Buy
+525
New +$7.58K ﹤0.01% 742
2023
Q1 		– Sell
-525
Closed -$7.54K – 1077
2022
Q4 		$7.54K Buy
+525
New +$6.98K ﹤0.01% 656

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
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Coppell Advisory Solutions's VYX Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of NCR Voyix (VYX) in Q4 2024, closing a stake of 334 shares — an estimated $4.58K sold.

Coppell Advisory Solutions first reported a position in VYX in Q4 2022 and held it in 6 quarters. The position peaked at $8.03K in Q2 2023. 326 funds tracked by Wall St. Rank hold VYX as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining NCR Voyix position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 334 NCR Voyix shares in Q4 2024, an estimated $4.58K.
  • Coppell Advisory Solutions first reported a position in NCR Voyix in Q4 2022 and held it in 6 quarters.
  • Coppell Advisory Solutions's NCR Voyix position peaked at $8.03K in Q2 2023.
  • 326 funds tracked by Wall St. Rank held NCR Voyix as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.