WFG Advisors’s NCR Voyix VYX Stock Holding History

WFG 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
2017 Q2	–	Sell	-6,183	Closed	-$173K	–	1680
2017 Q1	$173K	Sell	6,183 -1,630	-21%	-$44.7K	0.05%	363
2016 Q4	$194K	Hold	7,813	–	–	0.05%	394
2016 Q3	$154K	Hold	7,813	–	–	0.04%	428
2016 Q2	$133K	Hold	7,813	–	–	0.04%	434
2016 Q1	$143K	Buy	7,813 +489	+7%	+$7.01K	0.04%	400
2015 Q4	$110K	Hold	7,324	–	–	0.03%	443
2015 Q3	$102K	Hold	7,324	–	–	0.03%	464
2015 Q2	$135K	Buy	7,324 +445	+6%	+$8.23K	0.04%	454
2015 Q1	$125K	Sell	6,879 -81	-1%	-$1.41K	0.03%	465
2014 Q4	$124K	Buy	6,960 +2,608	+60%	+$45.8K	0.03%	575
2014 Q3	$89K	Buy	4,352 +4,075	+1,471%	+$82.7K	0.02%	707
2014 Q2	$6K	Sell	277 -29	-9%	-$586	﹤0.01%	1629
2014 Q1	$7K	Buy	306 +94	+44%	+$2K	﹤0.01%	1559
2013 Q4	$4K	Hold	212	–	–	﹤0.01%	1823
2013 Q3	$5K	Buy	212 +29	+16%	+$648	﹤0.01%	1754
2013 Q2	$4K	Buy	+183	New	+$3.39K	﹤0.01%	1740

Other funds holding VYX

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WFG Advisors's VYX Position: Q2 2017 in Review

WFG Advisors sold out of NCR Voyix (VYX) in Q2 2017, closing a stake of 6,183 shares — an estimated $173K sold.

WFG Advisors first reported a position in VYX in Q2 2013 and held it in 16 quarters. The position peaked at $194K in Q4 2016. 392 funds tracked by Wall St. Rank hold VYX as of Q2 2017.

WFG Advisors reported no remaining NCR Voyix position as of Q2 2017 after selling out during the quarter.
WFG Advisors sold 6,183 NCR Voyix shares in Q2 2017, an estimated $173K.
WFG Advisors first reported a position in NCR Voyix in Q2 2013 and held it in 16 quarters.
WFG Advisors's NCR Voyix position peaked at $194K in Q4 2016.
392 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.