Polaris Wealth Advisory Group’s NCR Voyix VYX Stock Holding History

Polaris Wealth Advisory 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
2018 Q4	–	Sell	-701	Closed	-$12K	–	462
2018 Q3	$12K	Buy	+701	New	+$12.5K	﹤0.01%	390
2018 Q2	–	Sell	-10	Closed	–	–	430
2018 Q1	$0	Buy	+10	New	+$211	﹤0.01%	469
2014 Q1	–	Sell	-49	Closed	-$1K	–	201
2013 Q4	$1K	Buy	+49	New	+$1.09K	﹤0.01%	180

Other funds holding VYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Polaris Wealth Advisory Group's VYX Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of NCR Voyix (VYX) in Q4 2018, closing a stake of 701 shares — an estimated $12K sold.

Polaris Wealth Advisory Group first reported a position in VYX in Q4 2013 and held it in 3 quarters. The position peaked at $12K in Q3 2018. 344 funds tracked by Wall St. Rank hold VYX as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining NCR Voyix position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 701 NCR Voyix shares in Q4 2018, an estimated $12K.
Polaris Wealth Advisory Group first reported a position in NCR Voyix in Q4 2013 and held it in 3 quarters.
Polaris Wealth Advisory Group's NCR Voyix position peaked at $12K in Q3 2018.
344 funds tracked by Wall St. Rank held NCR Voyix as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.