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	$74	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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return