TFM
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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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return