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Gupta Wealth Management’s NCR Voyix VYX Stock Holding History

Gupta 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
2016
Q1 		– Sell
-942
Closed -$14K – 1290
2015
Q4 		$14K Buy
+942
New +$15K ﹤0.01% 802
2015
Q3 		– Sell
-5,403
Closed -$100K – 1352
2015
Q2 		$100K Hold
5,403
– – 0.02% 348
2015
Q1 		$98K Buy
+5,403
New +$93.9K 0.03% 307

Other funds holding VYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gupta Wealth Management's VYX Position: Q1 2016 in Review

Gupta Wealth Management sold out of NCR Voyix (VYX) in Q1 2016, closing a stake of 942 shares — an estimated $14K sold.

Gupta Wealth Management first reported a position in VYX in Q1 2015 and held it in 3 quarters. The position peaked at $100K in Q2 2015. 304 funds tracked by Wall St. Rank hold VYX as of Q1 2016.

  • Gupta Wealth Management reported no remaining NCR Voyix position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 942 NCR Voyix shares in Q1 2016, an estimated $14K.
  • Gupta Wealth Management first reported a position in NCR Voyix in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's NCR Voyix position peaked at $100K in Q2 2015.
  • 304 funds tracked by Wall St. Rank held NCR Voyix as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.