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Wealthspire Advisors (Maryland)’s NCR Voyix VYX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-3,597
Closed -$60K – 2016
2019
Q1 		$60K Hold
3,597
– – ﹤0.01% 836
2018
Q4 		$51K Sell
3,597
-2,555
-42% -$40.1K ﹤0.01% 854
2018
Q3 		$107K Sell
6,152
-29
-0.5% -$516 0.01% 660
2018
Q2 		$114K Sell
6,181
-5,728
-48% -$108K 0.01% 654
2018
Q1 		$230K Sell
11,909
-1,087
-8% -$22.9K 0.02% 428
2017
Q4 		$271K Buy
12,996
+414
+3% +$8.4K 0.03% 398
2017
Q3 		$290K Buy
12,582
+6,220
+98% +$143K 0.03% 367
2017
Q2 		$159K Buy
6,362
+2,509
+65% +$63.7K 0.02% 533
2017
Q1 		$108K Buy
3,853
+202
+6% +$5.54K 0.02% 571
2016
Q4 		$91K Sell
3,651
-13
-0.4% -$292 0.01% 609
2016
Q3 		$72K Buy
3,664
+45
+1% +$885 0.01% 675
2016
Q2 		$62K Sell
3,619
-1,807
-33% -$32.7K 0.01% 678
2016
Q1 		$100K Sell
5,426
-419
-7% -$6.01K 0.02% 521
2015
Q4 		$88K Buy
+5,845
New +$93.1K 0.02% 558

Other funds holding VYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VYX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of NCR Voyix (VYX) in Q2 2019, closing a stake of 3,597 shares — an estimated $60K sold.

Wealthspire Advisors (Maryland) first reported a position in VYX in Q4 2015 and held it in 14 quarters. The position peaked at $290K in Q3 2017. 354 funds tracked by Wall St. Rank hold VYX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining NCR Voyix position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,597 NCR Voyix shares in Q2 2019, an estimated $60K.
  • Wealthspire Advisors (Maryland) first reported a position in NCR Voyix in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s NCR Voyix position peaked at $290K in Q3 2017.
  • 354 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.