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Valley Wealth Managers’s NCR Atleos NATL Stock Holding History

Valley Wealth Managers’s Portfolio NATL Stock Details NATL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-102
Closed -$3.46K – 399
2024
Q4 		$3.46K Hold
102
– – ﹤0.01% 328
2024
Q3 		$2.91K Sell
102
-9
-8% -$262 ﹤0.01% 338
2024
Q2 		$3K Buy
111
+102
+1,133% +$2.49K ﹤0.01% 324
2024
Q1 		$178 Hold
9
– – ﹤0.01% 301
2023
Q4 		$219 Buy
+9
New +$206 ﹤0.01% 318

Other funds holding NATL

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return

Valley Wealth Managers's NATL Position: Q1 2025 in Review

Valley Wealth Managers sold out of NCR Atleos (NATL) in Q1 2025, closing a stake of 102 shares — an estimated $3.46K sold.

Valley Wealth Managers first reported a position in NATL in Q4 2023 and held it in 5 quarters. The position peaked at $3.46K in Q4 2024. 298 funds tracked by Wall St. Rank hold NATL as of Q1 2025.

  • Valley Wealth Managers reported no remaining NCR Atleos position as of Q1 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 102 NCR Atleos shares in Q1 2025, an estimated $3.46K.
  • Valley Wealth Managers first reported a position in NCR Atleos in Q4 2023 and held it in 5 quarters.
  • Valley Wealth Managers's NCR Atleos position peaked at $3.46K in Q4 2024.
  • 298 funds tracked by Wall St. Rank held NCR Atleos as of Q1 2025.

Based on Valley Wealth Managers's 13F filing for Q1 2025, filed 7 May 2025.