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Intercontinental Wealth Advisors’s NCR Voyix VYX Stock Holding History

Intercontinental 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
2020
Q1 		– Sell
-408
Closed -$9K – 306
2019
Q4 		$9K Sell
408
-184
-31% -$3.58K 0.01% 284
2019
Q3 		$11K Buy
+592
New +$11.4K 0.01% 331

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Intercontinental Wealth Advisors's VYX Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of NCR Voyix (VYX) in Q1 2020, closing a stake of 408 shares — an estimated $9K sold.

Intercontinental Wealth Advisors first reported a position in VYX in Q3 2019 and held it in 2 quarters. The position peaked at $11K in Q3 2019. 344 funds tracked by Wall St. Rank hold VYX as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining NCR Voyix position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 408 NCR Voyix shares in Q1 2020, an estimated $9K.
  • Intercontinental Wealth Advisors first reported a position in NCR Voyix in Q3 2019 and held it in 2 quarters.
  • Intercontinental Wealth Advisors's NCR Voyix position peaked at $11K in Q3 2019.
  • 344 funds tracked by Wall St. Rank held NCR Voyix as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.