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Next Financial Group’s NCR Voyix VYX Stock Holding History

Next Financial Group’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
-416
Closed -$10K – 2993
2021
Q3 		$10K Buy
416
+79
+23% +$2.06K ﹤0.01% 2037
2021
Q2 		$9K Buy
+337
New +$9.32K ﹤0.01% 2038
2020
Q2 		– Sell
-194
Closed -$2K – 1878
2020
Q1 		$2K Buy
194
+59
+44% +$1.01K ﹤0.01% 1962
2019
Q4 		$3K Buy
+135
New +$2.63K ﹤0.01% 2115
2017
Q1 		– Sell
-214
Closed -$5K – 2308
2016
Q4 		$5K Sell
214
-733
-77% -$16.5K ﹤0.01% 1943
2016
Q3 		$19K Sell
947
-15
-2% -$295 ﹤0.01% 1400
2016
Q2 		$16K Sell
962
-261
-21% -$4.72K 0.01% 1047
2016
Q1 		$22K Sell
1,223
-1,499
-55% -$21.5K 0.01% 907
2015
Q4 		$40K Sell
2,722
-717
-21% -$11.4K 0.01% 693
2015
Q3 		$48K Buy
3,439
+1,304
+61% +$21.7K 0.02% 645
2015
Q2 		$39K Hold
2,135
– – 0.01% 764
2015
Q1 		$38K Sell
2,135
-1,329
-38% -$23.1K 0.01% 756
2014
Q4 		$62K Buy
3,464
+292
+9% +$5.13K 0.02% 589
2014
Q3 		$65K Buy
3,172
+222
+8% +$4.5K 0.01% 826
2014
Q2 		$56K Buy
+2,950
New +$59.6K 0.03% 328

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

Next Financial Group's VYX Position: Q4 2021 in Review

Next Financial Group sold out of NCR Voyix (VYX) in Q4 2021, closing a stake of 416 shares — an estimated $10K sold.

Next Financial Group first reported a position in VYX in Q2 2014 and held it in 15 quarters. The position peaked at $65K in Q3 2014. 387 funds tracked by Wall St. Rank hold VYX as of Q4 2021.

  • Next Financial Group reported no remaining NCR Voyix position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 416 NCR Voyix shares in Q4 2021, an estimated $10K.
  • Next Financial Group first reported a position in NCR Voyix in Q2 2014 and held it in 15 quarters.
  • Next Financial Group's NCR Voyix position peaked at $65K in Q3 2014.
  • 387 funds tracked by Wall St. Rank held NCR Voyix as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.