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Lake Point Wealth Management’s NCR Voyix VYX Stock Holding History

Lake Point Wealth Management’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
2021
Q4 		– Sell
-505
Closed -$12K – 491
2021
Q3 		$12K Hold
505
– – 0.01% 151
2021
Q2 		$14K Buy
+505
New +$14K 0.01% 149

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Lake Point Wealth Management's VYX Position: Q4 2021 in Review

Lake Point Wealth Management sold out of NCR Voyix (VYX) in Q4 2021, closing a stake of 505 shares — an estimated $12K sold.

Lake Point Wealth Management first reported a position in VYX in Q2 2021 and held it in 2 quarters. The position peaked at $14K in Q2 2021. 387 funds tracked by Wall St. Rank hold VYX as of Q4 2021.

  • Lake Point Wealth Management reported no remaining NCR Voyix position as of Q4 2021 after selling out during the quarter.
  • Lake Point Wealth Management sold 505 NCR Voyix shares in Q4 2021, an estimated $12K.
  • Lake Point Wealth Management first reported a position in NCR Voyix in Q2 2021 and held it in 2 quarters.
  • Lake Point Wealth Management's NCR Voyix position peaked at $14K in Q2 2021.
  • 387 funds tracked by Wall St. Rank held NCR Voyix as of Q4 2021.

Based on Lake Point Wealth Management's 13F filing for Q4 2021, filed 23 Feb 2022.