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TFO Wealth Partners’s NCR Voyix VYX Stock Holding History

TFO 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
2024
Q2 		– Sell
-1
Closed -$13 – 736
2024
Q1 		$13 Hold
1
– – ﹤0.01% 780
2023
Q4 		$17 Sell
1
-1
-50% -$16 ﹤0.01% 922
2023
Q3 		$25 Hold
2
– – ﹤0.01% 1080
2023
Q2 		$25 Hold
2
– – ﹤0.01% 803
2023
Q1 		$24 Sell
2
-386
-99% -$5.93K ﹤0.01% 789
2022
Q4 		$9.55K Buy
+388
New +$5.16K ﹤0.01% 119

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 $3.37T AUM 44.26% 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

TFO Wealth Partners's VYX Position: Q2 2024 in Review

TFO Wealth Partners sold out of NCR Voyix (VYX) in Q2 2024, closing a stake of 1 share — an estimated $13 sold.

TFO Wealth Partners first reported a position in VYX in Q4 2022 and held it in 6 quarters. The position peaked at $9.55K in Q4 2022. 341 funds tracked by Wall St. Rank hold VYX as of Q2 2024.

  • TFO Wealth Partners reported no remaining NCR Voyix position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 NCR Voyix share in Q2 2024, an estimated $13.
  • TFO Wealth Partners first reported a position in NCR Voyix in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's NCR Voyix position peaked at $9.55K in Q4 2022.
  • 341 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.