FWM
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Focused Wealth Management’s NCR Voyix VYX Stock Holding History

Focused Wealth Management’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
2023
Q1 		– Sell
-3,260
Closed -$46.8K – 1155
2022
Q4 		$46.8K Hold
3,260
– – 0.01% 315
2022
Q3 		$38K Buy
+3,260
New +$59.8K 0.01% 319
2018
Q1 		– Sell
-59
Closed -$1K – 750
2017
Q4 		$1K Hold
59
– – ﹤0.01% 658
2017
Q3 		$1K Hold
59
– – ﹤0.01% 624
2017
Q2 		$1K Hold
59
– – ﹤0.01% 679
2017
Q1 		$2K Hold
59
– – ﹤0.01% 627
2016
Q4 		$1K Hold
59
– – ﹤0.01% 665
2016
Q3 		$1K Hold
59
– – ﹤0.01% 644
2016
Q2 		$1K Hold
59
– – ﹤0.01% 643
2016
Q1 		$1K Hold
59
– – ﹤0.01% 623
2015
Q4 		$1K Hold
59
– – ﹤0.01% 648
2015
Q3 		$1K Sell
59
-11
-16% -$183 ﹤0.01% 651
2015
Q2 		$1K Sell
70
-18
-20% -$333 ﹤0.01% 633
2015
Q1 		$2K Hold
88
– – ﹤0.01% 613
2014
Q4 		$2K Hold
88
– – ﹤0.01% 599
2014
Q3 		$2K Hold
88
– – ﹤0.01% 614
2014
Q2 		$2K Hold
88
– – ﹤0.01% 612
2014
Q1 		$2K Sell
88
-59
-40% -$1.25K ﹤0.01% 575
2013
Q4 		$3K Buy
147
+59
+67% +$1.31K ﹤0.01% 532
2013
Q3 		$2K Buy
+88
New +$1.97K ﹤0.01% 538

Other funds holding VYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return