EW
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Evoke Wealth’s NCR Voyix VYX Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-39
Closed – – 1130
2022
Q3 		$0 Hold
39
– – ﹤0.01% 1279
2022
Q2 		$1K Hold
39
– – ﹤0.01% 1143
2022
Q1 		$1K Hold
39
– – ﹤0.01% 1135
2021
Q4 		$1K Hold
39
– – ﹤0.01% 1154
2021
Q3 		$0 Hold
39
– – ﹤0.01% 1222
2021
Q2 		$1K Hold
39
– – ﹤0.01% 1153
2021
Q1 		$1K Hold
39
– – ﹤0.01% 1145
2020
Q4 		$1K Hold
39
– – ﹤0.01% 1008
2020
Q3 		$1K Hold
39
– – ﹤0.01% 989
2020
Q2 		$0 Hold
39
– – ﹤0.01% 1201
2020
Q1 		$425 Hold
39
– – ﹤0.01% 1034
2019
Q4 		$844 Hold
39
– – ﹤0.01% 1157
2019
Q3 		$757 Buy
+39
New +$753 ﹤0.01% 1330

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evoke Wealth's VYX Position: Q4 2022 in Review

Evoke Wealth sold out of NCR Voyix (VYX) in Q4 2022, closing a stake of 39 shares.

Evoke Wealth first reported a position in VYX in Q3 2019 and held it in 13 quarters. The position peaked at $1K in Q2 2022. 360 funds tracked by Wall St. Rank hold VYX as of Q4 2022.

  • Evoke Wealth reported no remaining NCR Voyix position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 39 NCR Voyix shares in Q4 2022.
  • Evoke Wealth first reported a position in NCR Voyix in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's NCR Voyix position peaked at $1K in Q2 2022.
  • 360 funds tracked by Wall St. Rank held NCR Voyix as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.