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Crewe Advisors’s NCR Voyix VYX Stock Holding History

Crewe 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 		– Sell
-57
Closed -$2K – 468
2021
Q2 		$2K Sell
57
-274
-83% -$7.58K ﹤0.01% 417
2021
Q1 		$8K Hold
331
– – ﹤0.01% 325
2020
Q4 		$8K Hold
331
– – ﹤0.01% 297
2020
Q3 		$4K Buy
+331
New +$3.93K ﹤0.01% 421

Other funds holding VYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Crewe Advisors's VYX Position: Q3 2021 in Review

Crewe Advisors sold out of NCR Voyix (VYX) in Q3 2021, closing a stake of 57 shares — an estimated $2K sold.

Crewe Advisors first reported a position in VYX in Q3 2020 and held it in 4 quarters. The position peaked at $8K in Q1 2021. 374 funds tracked by Wall St. Rank hold VYX as of Q3 2021.

  • Crewe Advisors reported no remaining NCR Voyix position as of Q3 2021 after selling out during the quarter.
  • Crewe Advisors sold 57 NCR Voyix shares in Q3 2021, an estimated $2K.
  • Crewe Advisors first reported a position in NCR Voyix in Q3 2020 and held it in 4 quarters.
  • Crewe Advisors's NCR Voyix position peaked at $8K in Q1 2021.
  • 374 funds tracked by Wall St. Rank held NCR Voyix as of Q3 2021.

Based on Crewe Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.