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TRUE Private Wealth Advisors’s NCR Voyix VYX Stock Holding History

TRUE Private Wealth Advisors’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
2020
Q4 		– Sell
-256
Closed -$3K – 767
2020
Q3 		$3K Hold
256
– – ﹤0.01% 609
2020
Q2 		$2K Hold
256
– – ﹤0.01% 631
2020
Q1 		$2K Hold
256
– – ﹤0.01% 619
2019
Q4 		$5K Buy
+256
New +$4.98K ﹤0.01% 681

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

TRUE Private Wealth Advisors's VYX Position: Q4 2020 in Review

TRUE Private Wealth Advisors sold out of NCR Voyix (VYX) in Q4 2020, closing a stake of 256 shares — an estimated $3K sold.

TRUE Private Wealth Advisors first reported a position in VYX in Q4 2019 and held it in 4 quarters. The position peaked at $5K in Q4 2019. 346 funds tracked by Wall St. Rank hold VYX as of Q4 2020.

  • TRUE Private Wealth Advisors reported no remaining NCR Voyix position as of Q4 2020 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 256 NCR Voyix shares in Q4 2020, an estimated $3K.
  • TRUE Private Wealth Advisors first reported a position in NCR Voyix in Q4 2019 and held it in 4 quarters.
  • TRUE Private Wealth Advisors's NCR Voyix position peaked at $5K in Q4 2019.
  • 346 funds tracked by Wall St. Rank held NCR Voyix as of Q4 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2020, filed 11 Jan 2021.