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Sugarloaf Wealth Management’s NCR Voyix VYX Stock Holding History

Sugarloaf Wealth Management’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
Q2 		– Sell
-1,128
Closed -$14.2K – 687
2024
Q1 		$14.2K Hold
1,128
– – ﹤0.01% 451
2023
Q4 		$19.1K Sell
1,128
-711
-39% -$11.3K ﹤0.01% 401
2023
Q3 		$30.4K Hold
1,839
– – 0.01% 340
2023
Q2 		$28.4K Sell
1,839
-1,833
-50% -$26.4K 0.01% 350
2023
Q1 		$53.2K Sell
3,672
-2
-0.1% -$31 0.01% 281
2022
Q4 		$52.8K Hold
3,674
– – 0.01% 273
2022
Q3 		$43K Hold
3,674
– – 0.01% 308
2022
Q2 		$70K Hold
3,674
– – 0.02% 235
2022
Q1 		$91K Buy
3,674
+114
+3% +$2.8K 0.02% 200
2021
Q4 		$88K Buy
3,560
+117
+3% +$2.97K 0.02% 215
2021
Q3 		$82K Buy
3,443
+103
+3% +$2.68K 0.02% 215
2021
Q2 		$93K Buy
3,340
+179
+6% +$4.95K 0.03% 200
2021
Q1 		$74K Buy
3,161
+203
+7% +$4.46K 0.02% 224
2020
Q4 		$68K Buy
2,958
+236
+9% +$3.91K 0.02% 219
2020
Q3 		$37K Buy
2,722
+199
+8% +$2.36K 0.01% 270
2020
Q2 		$27K Buy
2,523
+376
+18% +$4.31K 0.01% 315
2020
Q1 		$23K Buy
2,147
+116
+6% +$1.99K 0.01% 308
2019
Q4 		$44K Buy
+2,031
New +$39.5K 0.02% 266

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 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

Sugarloaf Wealth Management's VYX Position: Q2 2024 in Review

Sugarloaf Wealth Management sold out of NCR Voyix (VYX) in Q2 2024, closing a stake of 1,128 shares — an estimated $14.2K sold.

Sugarloaf Wealth Management first reported a position in VYX in Q4 2019 and held it in 18 quarters. The position peaked at $93K in Q2 2021. 341 funds tracked by Wall St. Rank hold VYX as of Q2 2024.

  • Sugarloaf Wealth Management reported no remaining NCR Voyix position as of Q2 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1,128 NCR Voyix shares in Q2 2024, an estimated $14.2K.
  • Sugarloaf Wealth Management first reported a position in NCR Voyix in Q4 2019 and held it in 18 quarters.
  • Sugarloaf Wealth Management's NCR Voyix position peaked at $93K in Q2 2021.
  • 341 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2024, filed 8 Jul 2024.