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Valley Wealth Managers’s NCR Voyix VYX Stock Holding History

Valley Wealth Managers’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
2025
Q1 		– Sell
-205
Closed -$2.84K – 415
2024
Q4 		$2.84K Hold
205
– – ﹤0.01% 333
2024
Q3 		$2.78K Sell
205
-18
-8% -$240 ﹤0.01% 340
2024
Q2 		$2.75K Buy
223
+205
+1,139% +$2.58K ﹤0.01% 327
2024
Q1 		$227 Hold
18
– – ﹤0.01% 298
2023
Q4 		$304 Sell
18
-11
-38% -$175 ﹤0.01% 314
2023
Q3 		$485 Hold
29
– – ﹤0.01% 342
2023
Q2 		$454 Hold
29
– – ﹤0.01% 316
2023
Q1 		$425 Buy
+29
New +$445 ﹤0.01% 332

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
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Valley Wealth Managers sold out of NCR Voyix (VYX) in Q1 2025, closing a stake of 205 shares — an estimated $2.84K sold.

Valley Wealth Managers first reported a position in VYX in Q1 2023 and held it in 8 quarters. The position peaked at $2.84K in Q4 2024. 318 funds tracked by Wall St. Rank hold VYX as of Q1 2025.

  • Valley Wealth Managers reported no remaining NCR Voyix position as of Q1 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 205 NCR Voyix shares in Q1 2025, an estimated $2.84K.
  • Valley Wealth Managers first reported a position in NCR Voyix in Q1 2023 and held it in 8 quarters.
  • Valley Wealth Managers's NCR Voyix position peaked at $2.84K in Q4 2024.
  • 318 funds tracked by Wall St. Rank held NCR Voyix as of Q1 2025.

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