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Mosaic Family Wealth’s NCR Voyix VYX Stock Holding History

Mosaic Family Wealth’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
2018
Q3 		– Sell
-245
Closed -$4K – 681
2018
Q2 		$4K Hold
245
– – ﹤0.01% 610
2018
Q1 		$5K Hold
245
– – ﹤0.01% 583
2017
Q4 		$5K Hold
245
– – ﹤0.01% 595
2017
Q3 		$6K Buy
+245
New +$5.63K ﹤0.01% 675

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Mosaic Family Wealth's VYX Position: Q3 2018 in Review

Mosaic Family Wealth sold out of NCR Voyix (VYX) in Q3 2018, closing a stake of 245 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in VYX in Q3 2017 and held it in 4 quarters. The position peaked at $6K in Q3 2017. 347 funds tracked by Wall St. Rank hold VYX as of Q3 2018.

  • Mosaic Family Wealth reported no remaining NCR Voyix position as of Q3 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 245 NCR Voyix shares in Q3 2018, an estimated $4K.
  • Mosaic Family Wealth first reported a position in NCR Voyix in Q3 2017 and held it in 4 quarters.
  • Mosaic Family Wealth's NCR Voyix position peaked at $6K in Q3 2017.
  • 347 funds tracked by Wall St. Rank held NCR Voyix as of Q3 2018.

Based on Mosaic Family Wealth's 13F filing for Q3 2018, filed 14 Nov 2018.