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Sowell Financial Services’s NCR Voyix VYX Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-6,665
Closed -$194K – 2707
2021
Q1 		$194K Buy
6,665
+5,936
+814% +$131K 0.01% 1073
2020
Q4 		$17K Buy
729
+639
+710% +$10.6K ﹤0.01% 1814
2020
Q3 		$1K Sell
90
-290
-76% -$3.44K ﹤0.01% 2448
2020
Q2 		$4K Sell
380
-8,427
-96% -$96.6K ﹤0.01% 1998
2020
Q1 		$96K Buy
8,807
+8,447
+2,346% +$145K 0.01% 855
2019
Q4 		$8K Sell
360
-98
-21% -$1.91K ﹤0.01% 1774
2019
Q3 		$9K Buy
+458
New +$8.85K ﹤0.01% 1578

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sowell Financial Services's VYX Position: Q2 2021 in Review

Sowell Financial Services sold out of NCR Voyix (VYX) in Q2 2021, closing a stake of 6,665 shares — an estimated $194K sold.

Sowell Financial Services first reported a position in VYX in Q3 2019 and held it in 7 quarters. The position peaked at $194K in Q1 2021. 397 funds tracked by Wall St. Rank hold VYX as of Q2 2021.

  • Sowell Financial Services reported no remaining NCR Voyix position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 6,665 NCR Voyix shares in Q2 2021, an estimated $194K.
  • Sowell Financial Services first reported a position in NCR Voyix in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's NCR Voyix position peaked at $194K in Q1 2021.
  • 397 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.