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Triad Wealth Partners’s NCR Voyix VYX Stock Holding History

Triad 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
Q3 		– Sell
-3
Closed -$37 – 926
2024
Q2 		$37 Buy
+3
New +$38 ﹤0.01% 981

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SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Triad Wealth Partners's VYX Position: Q3 2024 in Review

Triad Wealth Partners sold out of NCR Voyix (VYX) in Q3 2024, closing a stake of 3 shares — an estimated $37 sold.

Triad Wealth Partners first reported a position in VYX in Q2 2024 and held it in 1 quarter. The position peaked at $37 in Q2 2024. 333 funds tracked by Wall St. Rank hold VYX as of Q3 2024.

  • Triad Wealth Partners reported no remaining NCR Voyix position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 3 NCR Voyix shares in Q3 2024, an estimated $37.
  • Triad Wealth Partners first reported a position in NCR Voyix in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's NCR Voyix position peaked at $37 in Q2 2024.
  • 333 funds tracked by Wall St. Rank held NCR Voyix as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.