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Private Wealth Management Group’s NCR Voyix VYX Stock Holding History

Private Wealth Management 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
2025
Q1 		– Sell
-18
Closed -$250 – 1594
2024
Q4 		$250 Hold
18
– – ﹤0.01% 1480
2024
Q3 		$245 Hold
18
– – ﹤0.01% 1458
2024
Q2 		$223 Hold
18
– – ﹤0.01% 1484
2024
Q1 		$228 Hold
18
– – ﹤0.01% 1480
2023
Q4 		$305 Buy
+18
New +$287 ﹤0.01% 1494

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
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Private Wealth Management Group's VYX Position: Q1 2025 in Review

Private Wealth Management Group sold out of NCR Voyix (VYX) in Q1 2025, closing a stake of 18 shares — an estimated $250 sold.

Private Wealth Management Group first reported a position in VYX in Q4 2023 and held it in 5 quarters. The position peaked at $305 in Q4 2023. 318 funds tracked by Wall St. Rank hold VYX as of Q1 2025.

  • Private Wealth Management Group reported no remaining NCR Voyix position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 18 NCR Voyix shares in Q1 2025, an estimated $250.
  • Private Wealth Management Group first reported a position in NCR Voyix in Q4 2023 and held it in 5 quarters.
  • Private Wealth Management Group's NCR Voyix position peaked at $305 in Q4 2023.
  • 318 funds tracked by Wall St. Rank held NCR Voyix as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.