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Professional Financial Advisors’s NCR Voyix VYX Stock Holding History

Professional Financial 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
2022
Q4 		– Sell
-326
Closed -$4K – 463
2022
Q3 		$4K Hold
326
– – ﹤0.01% 401
2022
Q2 		$6K Hold
326
– – ﹤0.01% 363
2022
Q1 		$8K Hold
326
– – ﹤0.01% 341
2021
Q4 		$8K Hold
326
– – ﹤0.01% 342
2021
Q3 		$8K Hold
326
– – ﹤0.01% 288
2021
Q2 		$9K Hold
326
– – 0.01% 287
2021
Q1 		$8K Hold
326
– – 0.01% 263
2020
Q4 		$8K Hold
326
– – 0.01% 257
2020
Q3 		$4K Buy
+326
New +$3.87K ﹤0.01% 293

Other funds holding VYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Professional Financial Advisors's VYX Position: Q4 2022 in Review

Professional Financial Advisors sold out of NCR Voyix (VYX) in Q4 2022, closing a stake of 326 shares — an estimated $4K sold.

Professional Financial Advisors first reported a position in VYX in Q3 2020 and held it in 9 quarters. The position peaked at $9K in Q2 2021. 360 funds tracked by Wall St. Rank hold VYX as of Q4 2022.

  • Professional Financial Advisors reported no remaining NCR Voyix position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 326 NCR Voyix shares in Q4 2022, an estimated $4K.
  • Professional Financial Advisors first reported a position in NCR Voyix in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's NCR Voyix position peaked at $9K in Q2 2021.
  • 360 funds tracked by Wall St. Rank held NCR Voyix as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.