WA
VYX icon

Waverly Advisors’s NCR Voyix VYX Stock Holding History

Waverly 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
2015
Q4 		– Sell
-509
Closed -$7K – 391
2015
Q3 		$7K Hold
509
– – ﹤0.01% 364
2015
Q2 		$9K Sell
509
-3
-0.6% -$55 0.01% 281
2015
Q1 		$9K Hold
512
– – ﹤0.01% 274
2014
Q4 		$9K Hold
512
– – ﹤0.01% 331
2014
Q3 		$10K Hold
512
– – 0.01% 488
2014
Q2 		$11K Hold
512
– – ﹤0.01% 431
2014
Q1 		$11K Buy
512
+509
+16,967% +$10.8K 0.01% 412
2013
Q4 		$0 Hold
3
– – ﹤0.01% 848
2013
Q3 		$0 Buy
+3
New +$67 ﹤0.01% 575

Other funds holding VYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RCMC
Rubric Capital Management (Connecticut) Stamford, Connecticut $6.44M AUM 43.01% 1-Year Est. Return