Triangle Securities Wealth Management’s NCR Voyix VYX Stock Holding History

Triangle Securities 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
2022 Q4	–	Sell	-31,545	Closed	-$368K	–	182
2022 Q3	$368K	Sell	31,545 -1,720	-5%	-$31.6K	0.15%	145
2022 Q2	$635K	Buy	33,265 +310	+0.9%	+$6.61K	0.25%	110
2022 Q1	$813K	Sell	32,955 -758	-2%	-$18.6K	0.27%	104
2021 Q4	$831K	Hold	33,713	–	–	0.26%	105
2021 Q3	$802K	Sell	33,713 -1,264	-4%	-$32.9K	0.27%	103
2021 Q2	$979K	Sell	34,977 -725	-2%	-$20.1K	0.33%	92
2021 Q1	$831K	Hold	35,702	–	–	0.3%	100
2020 Q4	$823K	Sell	35,702 -2,510	-7%	-$41.6K	0.33%	96
2020 Q3	$519K	Sell	38,212 -9,943	-21%	-$118K	0.23%	110
2020 Q2	$512K	Buy	48,155 +1,203	+3%	+$13.8K	0.25%	108
2020 Q1	$510K	Buy	46,952 +2,461	+6%	+$42.3K	0.29%	96
2019 Q4	$960K	Buy	44,491 +3,244	+8%	+$63.1K	0.42%	70
2019 Q3	$799K	Buy	+41,247	New	+$797K	0.39%	78
2013 Q3	–	Sell	-525	Closed	-$11K	–	380
2013 Q2	$11K	Buy	+525	New	+$9.74K	0.01%	446

Other funds holding VYX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Triangle Securities Wealth Management's VYX Position: Q4 2022 in Review

Triangle Securities Wealth Management sold out of NCR Voyix (VYX) in Q4 2022, closing a stake of 31,545 shares — an estimated $368K sold.

Triangle Securities Wealth Management first reported a position in VYX in Q2 2013 and held it in 14 quarters. The position peaked at $979K in Q2 2021. 362 funds tracked by Wall St. Rank hold VYX as of Q4 2022.

Triangle Securities Wealth Management reported no remaining NCR Voyix position as of Q4 2022 after selling out during the quarter.
Triangle Securities Wealth Management sold 31,545 NCR Voyix shares in Q4 2022, an estimated $368K.
Triangle Securities Wealth Management first reported a position in NCR Voyix in Q2 2013 and held it in 14 quarters.
Triangle Securities Wealth Management's NCR Voyix position peaked at $979K in Q2 2021.
362 funds tracked by Wall St. Rank held NCR Voyix as of Q4 2022.

Based on Triangle Securities Wealth Management's 13F filing for Q4 2022, filed 11 Jan 2023.