WealthPLAN Partners’s NCR Voyix VYX Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-82	Closed	-$1.26K	–	1168
2023 Q2	$1.26K	Hold	82	–	–	﹤0.01%	1120
2023 Q1	$1.18K	Buy	+82	New	+$1.26K	﹤0.01%	1189

Other funds holding VYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WealthPLAN Partners's VYX Position: Q3 2023 in Review

WealthPLAN Partners sold out of NCR Voyix (VYX) in Q3 2023, closing a stake of 82 shares — an estimated $1.26K sold.

WealthPLAN Partners first reported a position in VYX in Q1 2023 and held it in 2 quarters. The position peaked at $1.26K in Q2 2023. 373 funds tracked by Wall St. Rank hold VYX as of Q3 2023.

WealthPLAN Partners reported no remaining NCR Voyix position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 82 NCR Voyix shares in Q3 2023, an estimated $1.26K.
WealthPLAN Partners first reported a position in NCR Voyix in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's NCR Voyix position peaked at $1.26K in Q2 2023.
373 funds tracked by Wall St. Rank held NCR Voyix as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.