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TFC Financial Management’s NCR Voyix VYX Stock Holding History

TFC Financial 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
2023
Q2 		– Sell
-67
Closed -$968 – 765
2023
Q1 		$968 Hold
67
– – ﹤0.01% 512
2022
Q4 		$960 Hold
67
– – ﹤0.01% 457
2022
Q3 		$1K Sell
67
-16
-19% -$294 ﹤0.01% 512
2022
Q2 		$2K Buy
83
+16
+24% +$341 ﹤0.01% 427
2022
Q1 		$2K Hold
67
– – ﹤0.01% 445
2021
Q4 		$2K Hold
67
– – ﹤0.01% 494
2021
Q3 		$2K Hold
67
– – ﹤0.01% 483
2021
Q2 		$2K Sell
67
-3
-4% -$83 ﹤0.01% 475
2021
Q1 		$2K Buy
70
+3
+4% +$66 ﹤0.01% 465
2020
Q4 		$2K Hold
67
– – ﹤0.01% 454
2020
Q3 		$1K Buy
+67
New +$796 ﹤0.01% 513

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

TFC Financial Management's VYX Position: Q2 2023 in Review

TFC Financial Management sold out of NCR Voyix (VYX) in Q2 2023, closing a stake of 67 shares — an estimated $968 sold.

TFC Financial Management first reported a position in VYX in Q3 2020 and held it in 11 quarters. The position peaked at $2K in Q2 2022. 368 funds tracked by Wall St. Rank hold VYX as of Q2 2023.

  • TFC Financial Management reported no remaining NCR Voyix position as of Q2 2023 after selling out during the quarter.
  • TFC Financial Management sold 67 NCR Voyix shares in Q2 2023, an estimated $968.
  • TFC Financial Management first reported a position in NCR Voyix in Q3 2020 and held it in 11 quarters.
  • TFC Financial Management's NCR Voyix position peaked at $2K in Q2 2022.
  • 368 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2023.

Based on TFC Financial Management's 13F filing for Q2 2023, filed 7 Aug 2023.