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Advisor Group’s Vuzix VUZI Stock Holding History

Advisor Group’s Portfolio VUZI Stock Details VUZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-20
Closed -$1K – 4813
2016
Q4 		$1K Buy
+20
New +$149 ﹤0.01% 4410

Other funds holding VUZI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Group's VUZI Position: Q4 2019 in Review

Advisor Group increased its Vuzix (VUZI) stake by 494% in Q4 2019, buying an estimated $9.56K and bringing the position to 5,079 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #4318.

Advisor Group first reported a position in VUZI in Q2 2016 and has held it in 15 quarters since. The position peaked at $224K in Q2 2018. 41 funds tracked by Wall St. Rank hold VUZI as of Q4 2019.

  • Advisor Group held 5,079 shares of Vuzix worth $11K as of Q4 2019.
  • Advisor Group bought 4,224 Vuzix shares in Q4 2019, an estimated $9.56K.
  • Vuzix made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4318 holding.
  • Advisor Group first reported a position in Vuzix in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Vuzix position peaked at $224K in Q2 2018.
  • 41 funds tracked by Wall St. Rank held Vuzix as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.