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Founders Financial Alliance’s NCR Voyix VYX Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-373
Closed -$5K – 1229
2020
Q3 		$5K Buy
+373
New +$4.43K ﹤0.01% 1002

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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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Founders Financial Alliance's VYX Position: Q4 2020 in Review

Founders Financial Alliance sold out of NCR Voyix (VYX) in Q4 2020, closing a stake of 373 shares — an estimated $5K sold.

Founders Financial Alliance first reported a position in VYX in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 346 funds tracked by Wall St. Rank hold VYX as of Q4 2020.

  • Founders Financial Alliance reported no remaining NCR Voyix position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 373 NCR Voyix shares in Q4 2020, an estimated $5K.
  • Founders Financial Alliance first reported a position in NCR Voyix in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's NCR Voyix position peaked at $5K in Q3 2020.
  • 346 funds tracked by Wall St. Rank held NCR Voyix as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.