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Pacific Capital Wealth Advisors’s NCR Voyix VYX Stock Holding History

Pacific Capital 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
2024
Q2 		– Sell
-170
Closed -$2.15K – 672
2024
Q1 		$2.15K Buy
+170
New +$2.45K ﹤0.01% 430

Other funds holding VYX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Pacific Capital Wealth Advisors's VYX Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of NCR Voyix (VYX) in Q2 2024, closing a stake of 170 shares — an estimated $2.15K sold.

Pacific Capital Wealth Advisors first reported a position in VYX in Q1 2024 and held it in 1 quarter. The position peaked at $2.15K in Q1 2024. 341 funds tracked by Wall St. Rank hold VYX as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining NCR Voyix position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 170 NCR Voyix shares in Q2 2024, an estimated $2.15K.
  • Pacific Capital Wealth Advisors first reported a position in NCR Voyix in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's NCR Voyix position peaked at $2.15K in Q1 2024.
  • 341 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.