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Integrated Wealth Management (Palm Desert)’s NCR Voyix VYX Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q4 		– Sell
-5,138
Closed -$101K – 999
2016
Q3 		$101K Buy
5,138
+5,101
+13,786% +$100K 0.04% 317
2016
Q2 		$1K Hold
37
– – ﹤0.01% 1220
2016
Q1 		$1K Hold
37
– – ﹤0.01% 1142
2015
Q4 		$1K Hold
37
– – ﹤0.01% 1240
2015
Q3 		$1K Hold
37
– – ﹤0.01% 1251
2015
Q2 		$1K Buy
+37
New +$684 ﹤0.01% 1286

Other funds holding VYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 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
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s VYX Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of NCR Voyix (VYX) in Q4 2016, closing a stake of 5,138 shares — an estimated $101K sold.

Integrated Wealth Management (Palm Desert) first reported a position in VYX in Q2 2015 and held it in 6 quarters. The position peaked at $101K in Q3 2016. 382 funds tracked by Wall St. Rank hold VYX as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining NCR Voyix position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 5,138 NCR Voyix shares in Q4 2016, an estimated $101K.
  • Integrated Wealth Management (Palm Desert) first reported a position in NCR Voyix in Q2 2015 and held it in 6 quarters.
  • Integrated Wealth Management (Palm Desert)'s NCR Voyix position peaked at $101K in Q3 2016.
  • 382 funds tracked by Wall St. Rank held NCR Voyix as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.