JMPWA
VYX icon

JP Morgan Private Wealth Advisors’s NCR Voyix VYX Stock Holding History

JP Morgan Private 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
-29,557
Closed -$638K – 1545
2019
Q4 		$638K Sell
29,557
-14
-0% -$273 ﹤0.01% 956
2019
Q3 		$573K Buy
29,571
+16,110
+120% +$311K ﹤0.01% 958
2019
Q2 		$257K Sell
13,461
-1,563
-10% -$29.1K ﹤0.01% 1209
2019
Q1 		$252K Sell
15,024
-64,874
-81% -$1.07M ﹤0.01% 1287
2018
Q4 		$1.13M Sell
79,898
-69,584
-47% -$1.09M 0.01% 715
2018
Q3 		$2.61M Sell
149,482
-95,057
-39% -$1.69M 0.01% 571
2018
Q2 		$4.5M Buy
244,539
+151,924
+164% +$2.87M 0.03% 418
2018
Q1 		$1.79M Sell
92,615
-295,397
-76% -$6.22M 0.01% 505
2017
Q4 		$8.09M Buy
388,012
+145,137
+60% +$2.95M 0.05% 264
2017
Q3 		$5.59M Buy
242,875
+3,635
+2% +$83.6K 0.04% 297
2017
Q2 		$5.99M Sell
239,240
-62,232
-21% -$1.58M 0.05% 278
2017
Q1 		$8.45M Buy
301,472
+488
+0.2% +$13.4K 0.07% 238
2016
Q4 		$7.49M Buy
300,984
+2,399
+0.8% +$53.8K 0.07% 223
2016
Q3 		$5.9M Buy
298,585
+14,936
+5% +$294K 0.05% 260
2016
Q2 		$4.83M Buy
283,649
+80,233
+39% +$1.45M 0.05% 274
2016
Q1 		$3.73M Buy
203,416
+141,068
+226% +$2.02M 0.04% 294
2015
Q4 		$936K Buy
+62,348
New +$993K 0.01% 542
2015
Q3 		– Sell
-60,336
Closed -$1.11M – 1144
2015
Q2 		$1.11M Buy
60,336
+15,117
+33% +$279K 0.01% 491
2015
Q1 		$819K Buy
45,219
+5,367
+13% +$93.3K 0.01% 581
2014
Q4 		$712K Sell
39,852
-2,650
-6% -$46.5K 0.01% 612
2014
Q3 		$872K Buy
+42,502
New +$862K 0.01% 546
2014
Q2 		– Sell
-40,030
Closed -$898K – 922
2014
Q1 		$898K Buy
+40,030
New +$850K 0.02% 422

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

JP Morgan Private Wealth Advisors's VYX Position: Q1 2020 in Review

JP Morgan Private Wealth Advisors sold out of NCR Voyix (VYX) in Q1 2020, closing a stake of 29,557 shares — an estimated $638K sold.

JP Morgan Private Wealth Advisors first reported a position in VYX in Q1 2014 and held it in 22 quarters. The position peaked at $8.45M in Q1 2017. 344 funds tracked by Wall St. Rank hold VYX as of Q1 2020.

  • JP Morgan Private Wealth Advisors reported no remaining NCR Voyix position as of Q1 2020 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 29,557 NCR Voyix shares in Q1 2020, an estimated $638K.
  • JP Morgan Private Wealth Advisors first reported a position in NCR Voyix in Q1 2014 and held it in 22 quarters.
  • JP Morgan Private Wealth Advisors's NCR Voyix position peaked at $8.45M in Q1 2017.
  • 344 funds tracked by Wall St. Rank held NCR Voyix as of Q1 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.