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High Net Worth Advisory Group’s NCR Voyix VYX Stock Holding History

High Net Worth 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
2023
Q1 		– Sell
-202
Closed -$2.9K – 574
2022
Q4 		$2.9K Hold
202
– – ﹤0.01% 569
2022
Q3 		$2K Buy
+202
New +$3.71K ﹤0.01% 639

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

High Net Worth Advisory Group's VYX Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of NCR Voyix (VYX) in Q1 2023, closing a stake of 202 shares — an estimated $2.9K sold.

High Net Worth Advisory Group first reported a position in VYX in Q3 2022 and held it in 2 quarters. The position peaked at $2.9K in Q4 2022. 358 funds tracked by Wall St. Rank hold VYX as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining NCR Voyix position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 202 NCR Voyix shares in Q1 2023, an estimated $2.9K.
  • High Net Worth Advisory Group first reported a position in NCR Voyix in Q3 2022 and held it in 2 quarters.
  • High Net Worth Advisory Group's NCR Voyix position peaked at $2.9K in Q4 2022.
  • 358 funds tracked by Wall St. Rank held NCR Voyix as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.