YorkBridge Wealth Partners’s NCR Voyix VYX Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-228	Closed	-$4K	–	641
2019 Q2	$4K	Hold	228	–	–	﹤0.01%	675
2019 Q1	$4K	Buy	228 +116	+104%	+$1.92K	﹤0.01%	675
2018 Q4	$2K	Hold	112	–	–	﹤0.01%	696
2018 Q3	$2K	Hold	112	–	–	﹤0.01%	720
2018 Q2	$2K	Hold	112	–	–	﹤0.01%	802
2018 Q1	$2K	Hold	112	–	–	﹤0.01%	798
2017 Q4	$2K	Hold	112	–	–	﹤0.01%	819
2017 Q3	$3K	Hold	112	–	–	﹤0.01%	756
2017 Q2	$3K	Hold	112	–	–	﹤0.01%	752
2017 Q1	$3K	Hold	112	–	–	﹤0.01%	739
2016 Q4	$3K	Buy	+112	New	+$2.51K	﹤0.01%	730

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

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

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

YorkBridge Wealth Partners's VYX Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of NCR Voyix (VYX) in Q3 2019, closing a stake of 228 shares — an estimated $4K sold.

YorkBridge Wealth Partners first reported a position in VYX in Q4 2016 and held it in 11 quarters. The position peaked at $4K in Q2 2019. 369 funds tracked by Wall St. Rank hold VYX as of Q3 2019.

YorkBridge Wealth Partners reported no remaining NCR Voyix position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 228 NCR Voyix shares in Q3 2019, an estimated $4K.
YorkBridge Wealth Partners first reported a position in NCR Voyix in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's NCR Voyix position peaked at $4K in Q2 2019.
369 funds tracked by Wall St. Rank held NCR Voyix as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.