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Harvest Group Wealth Management’s NCR Voyix VYX Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-158
Closed -$4K – 704
2020
Q4 		$4K Hold
158
– – ﹤0.01% 284
2020
Q3 		$2K Hold
158
– – ﹤0.01% 387
2020
Q2 		$1K Sell
158
-8
-5% -$92 ﹤0.01% 435
2020
Q1 		$1K Buy
+166
New +$2.85K ﹤0.01% 447
2019
Q4 		– Sell
-52
Closed -$1K – 1058
2019
Q3 		$1K Hold
52
– – ﹤0.01% 946
2019
Q2 		$0 Buy
+52
New +$967 ﹤0.01% 1013

Other funds holding VYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Harvest Group Wealth Management's VYX Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of NCR Voyix (VYX) in Q1 2021, closing a stake of 158 shares — an estimated $4K sold.

Harvest Group Wealth Management first reported a position in VYX in Q2 2019 and held it in 6 quarters. The position peaked at $4K in Q4 2020. 364 funds tracked by Wall St. Rank hold VYX as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining NCR Voyix position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 158 NCR Voyix shares in Q1 2021, an estimated $4K.
  • Harvest Group Wealth Management first reported a position in NCR Voyix in Q2 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's NCR Voyix position peaked at $4K in Q4 2020.
  • 364 funds tracked by Wall St. Rank held NCR Voyix as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.