NWWA
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New Wave Wealth Advisors’s NCR Voyix VYX Stock Holding History

New Wave 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
2025
Q1 		– Sell
-155
Closed -$2.15K – 670
2024
Q4 		$2.15K Buy
+155
New +$2.15K ﹤0.01% 540

Other funds holding VYX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

New Wave Wealth Advisors's VYX Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of NCR Voyix (VYX) in Q1 2025, closing a stake of 155 shares — an estimated $2.15K sold.

New Wave Wealth Advisors first reported a position in VYX in Q4 2024 and held it in 1 quarter. The position peaked at $2.15K in Q4 2024. 319 funds tracked by Wall St. Rank hold VYX as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining NCR Voyix position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 155 NCR Voyix shares in Q1 2025, an estimated $2.15K.
  • New Wave Wealth Advisors first reported a position in NCR Voyix in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's NCR Voyix position peaked at $2.15K in Q4 2024.
  • 319 funds tracked by Wall St. Rank held NCR Voyix as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.