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MVIS icon

ACG Wealth’s Microvision MVIS Stock Holding History

ACG Wealth’s Portfolio MVIS Stock Details MVIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$72K Hold
20,000
– – 0.02% 241
2022
Q2 		$77K Hold
20,000
– – 0.02% 370
2022
Q1 		$93K Buy
20,000
+5,000
+33% +$19.7K 0.02% 268
2021
Q4 		$75K Buy
15,000
+5,000
+50% +$39.8K 0.01% 318
2021
Q3 		$110K Hold
10,000
– – 0.01% 298
2021
Q2 		$168K Buy
+10,000
New +$164K 0.02% 303

Other funds holding MVIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ACG Wealth's MVIS Position: Q3 2022 in Review

ACG Wealth held its Microvision (MVIS) position steady in Q3 2022 at 20,000 shares worth $72K. The position accounts for 0.02% of the portfolio, ranked #241.

ACG Wealth first reported a position in MVIS in Q2 2021 and has held it in 6 quarters since. The position peaked at $168K in Q2 2021. 144 funds tracked by Wall St. Rank hold MVIS as of Q3 2022.

  • ACG Wealth held 20,000 shares of Microvision worth $72K as of Q3 2022.
  • ACG Wealth left its Microvision share count unchanged in Q3 2022.
  • Microvision made up 0.02% of ACG Wealth's portfolio in Q3 2022, its #241 holding.
  • ACG Wealth first reported a position in Microvision in Q2 2021 and has held it in 6 quarters since.
  • ACG Wealth's Microvision position peaked at $168K in Q2 2021.
  • 144 funds tracked by Wall St. Rank held Microvision as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.