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JNBA Financial Advisors’s NCR Voyix VYX Stock Holding History

JNBA Financial 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
2024
Q1 		– Sell
-40
Closed -$677 – 732
2023
Q4 		$677 Sell
40
-25
-38% -$399 ﹤0.01% 664
2023
Q3 		$1.08K Buy
+65
New +$1.11K ﹤0.01% 663
2016
Q4 		– Sell
-59
Closed -$1K – 1338
2016
Q3 		$1K Buy
+59
New +$1.16K ﹤0.01% 1546

Other funds holding VYX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JNBA Financial Advisors's VYX Position: Q1 2024 in Review

JNBA Financial Advisors sold out of NCR Voyix (VYX) in Q1 2024, closing a stake of 40 shares — an estimated $677 sold.

JNBA Financial Advisors first reported a position in VYX in Q3 2016 and held it in 3 quarters. The position peaked at $1.08K in Q3 2023. 340 funds tracked by Wall St. Rank hold VYX as of Q1 2024.

  • JNBA Financial Advisors reported no remaining NCR Voyix position as of Q1 2024 after selling out during the quarter.
  • JNBA Financial Advisors sold 40 NCR Voyix shares in Q1 2024, an estimated $677.
  • JNBA Financial Advisors first reported a position in NCR Voyix in Q3 2016 and held it in 3 quarters.
  • JNBA Financial Advisors's NCR Voyix position peaked at $1.08K in Q3 2023.
  • 340 funds tracked by Wall St. Rank held NCR Voyix as of Q1 2024.

Based on JNBA Financial Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.