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Fortitude Advisory Group’s NCR Voyix VYX Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-202
Closed -$5K – 1285
2022
Q1 		$5K Hold
202
– – ﹤0.01% 1173
2021
Q4 		$5K Buy
+202
New +$5.13K ﹤0.01% 1200

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fortitude Advisory Group's VYX Position: Q2 2022 in Review

Fortitude Advisory Group sold out of NCR Voyix (VYX) in Q2 2022, closing a stake of 202 shares — an estimated $5K sold.

Fortitude Advisory Group first reported a position in VYX in Q4 2021 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 400 funds tracked by Wall St. Rank hold VYX as of Q2 2022.

  • Fortitude Advisory Group reported no remaining NCR Voyix position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 202 NCR Voyix shares in Q2 2022, an estimated $5K.
  • Fortitude Advisory Group first reported a position in NCR Voyix in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's NCR Voyix position peaked at $5K in Q1 2022.
  • 400 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.