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VYX icon

Principal Securities’s NCR Voyix VYX Stock Holding History

Principal Securities’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
Q4 		– Sell
-600
Closed -$8.14K – 3636
2024
Q3 		$8.14K Hold
600
– – ﹤0.01% 2521
2024
Q2 		$7.41K Hold
600
– – ﹤0.01% 2513
2024
Q1 		$7.58K Hold
600
– – ﹤0.01% 2464
2023
Q4 		$10.1K Buy
+600
New +$9.57K ﹤0.01% 2233

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
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 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

Principal Securities's VYX Position: Q4 2024 in Review

Principal Securities sold out of NCR Voyix (VYX) in Q4 2024, closing a stake of 600 shares — an estimated $8.14K sold.

Principal Securities first reported a position in VYX in Q4 2023 and held it in 4 quarters. The position peaked at $10.1K in Q4 2023. 326 funds tracked by Wall St. Rank hold VYX as of Q4 2024.

  • Principal Securities reported no remaining NCR Voyix position as of Q4 2024 after selling out during the quarter.
  • Principal Securities sold 600 NCR Voyix shares in Q4 2024, an estimated $8.14K.
  • Principal Securities first reported a position in NCR Voyix in Q4 2023 and held it in 4 quarters.
  • Principal Securities's NCR Voyix position peaked at $10.1K in Q4 2023.
  • 326 funds tracked by Wall St. Rank held NCR Voyix as of Q4 2024.

Based on Principal Securities's 13F filing for Q4 2024, filed 30 Jan 2025.