WTA
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Washington Trust Advisors’s NCR Voyix VYX Stock Holding History

Washington Trust 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
2024
Q3 		– Sell
-102
Closed -$1.26K – 682
2024
Q2 		$1.26K Sell
102
-194
-66% -$2.44K ﹤0.01% 643
2024
Q1 		$3.74K Buy
296
+54
+22% +$778 ﹤0.01% 598
2023
Q4 		$4.09K Sell
242
-73
-23% -$1.16K ﹤0.01% 588
2023
Q3 		$5.21K Hold
315
– – ﹤0.01% 546
2023
Q2 		$4.86K Sell
315
-670
-68% -$9.67K ﹤0.01% 550
2023
Q1 		$14.2K Hold
985
– – ﹤0.01% 458
2022
Q4 		$14.1K Buy
985
+80
+9% +$1.06K ﹤0.01% 459
2022
Q3 		$11K Buy
905
+173
+24% +$3.17K ﹤0.01% 594
2022
Q2 		$14K Buy
732
+16
+2% +$341 ﹤0.01% 587
2022
Q1 		$18K Buy
716
+12
+2% +$295 ﹤0.01% 619
2021
Q4 		$17K Buy
+704
New +$17.9K ﹤0.01% 657

Other funds holding VYX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return