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FSC Wealth Advisors’s NCR Voyix VYX Stock Holding History

FSC Wealth 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
2024
Q4 		– Sell
-56
Closed -$760 – 327
2024
Q3 		$760 Sell
56
-129
-70% -$1.72K ﹤0.01% 277
2024
Q2 		$2.29K Sell
185
-84
-31% -$1.06K ﹤0.01% 251
2024
Q1 		$3.4K Hold
269
– – ﹤0.01% 232
2023
Q4 		$4.55K Sell
269
-169
-39% -$2.7K ﹤0.01% 245
2023
Q3 		$7.25K Hold
438
– – 0.01% 183
2023
Q2 		$6.78K Hold
438
– – 0.01% 160
2023
Q1 		$6.35K Hold
438
– – 0.01% 134
2022
Q4 		$6.3K Hold
438
– – 0.01% 126
2022
Q3 		$5K Hold
438
– – 0.05% 142
2022
Q2 		$8K Hold
438
– – 0.07% 118
2022
Q1 		$11K Hold
438
– – 0.01% 124
2021
Q4 		$11K Buy
+438
New +$11.1K 0.01% 130

Other funds holding VYX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

FSC Wealth Advisors's VYX Position: Q4 2024 in Review

FSC Wealth Advisors sold out of NCR Voyix (VYX) in Q4 2024, closing a stake of 56 shares — an estimated $760 sold.

FSC Wealth Advisors first reported a position in VYX in Q4 2021 and held it in 12 quarters. The position peaked at $11K in Q1 2022. 326 funds tracked by Wall St. Rank hold VYX as of Q4 2024.

  • FSC Wealth Advisors reported no remaining NCR Voyix position as of Q4 2024 after selling out during the quarter.
  • FSC Wealth Advisors sold 56 NCR Voyix shares in Q4 2024, an estimated $760.
  • FSC Wealth Advisors first reported a position in NCR Voyix in Q4 2021 and held it in 12 quarters.
  • FSC Wealth Advisors's NCR Voyix position peaked at $11K in Q1 2022.
  • 326 funds tracked by Wall St. Rank held NCR Voyix as of Q4 2024.

Based on FSC Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.