SWP
VYX icon

Stratos Wealth Partners’s NCR Voyix VYX Stock Holding History

Stratos Wealth Partners’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
Q2 		– Sell
-13,058
Closed -$127K – 1488
2025
Q1 		$127K Sell
13,058
-135
-1% -$1.58K ﹤0.01% 1307
2024
Q4 		$183K Sell
13,193
-6,666
-34% -$92.5K ﹤0.01% 1361
2024
Q3 		$269K Buy
19,859
+7,632
+62% +$102K ﹤0.01% 1200
2024
Q2 		$151K Buy
+12,227
New +$154K ﹤0.01% 1302
2018
Q2 		– Sell
-8,241
Closed -$159K – 2568
2018
Q1 		$159K Buy
8,241
+241
+3% +$5.08K 0.01% 996
2017
Q4 		$167K Sell
8,000
-1,630
-17% -$33.1K 0.01% 952
2017
Q3 		$222K Buy
+9,630
New +$221K 0.01% 811

Other funds holding VYX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return