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Arkadios Wealth Advisors’s Vuzix VUZI Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-950
Closed -$9K – 1763
2021
Q3 		$9K Hold
950
– – ﹤0.01% 1476
2021
Q2 		$17K Buy
+950
New +$19.2K ﹤0.01% 1361

Other funds holding VUZI

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arkadios Wealth Advisors's VUZI Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Vuzix (VUZI) in Q4 2021, closing a stake of 950 shares — an estimated $9K sold.

Arkadios Wealth Advisors first reported a position in VUZI in Q2 2021 and held it in 2 quarters. The position peaked at $17K in Q2 2021. 133 funds tracked by Wall St. Rank hold VUZI as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Vuzix position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 950 Vuzix shares in Q4 2021, an estimated $9K.
  • Arkadios Wealth Advisors first reported a position in Vuzix in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Vuzix position peaked at $17K in Q2 2021.
  • 133 funds tracked by Wall St. Rank held Vuzix as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.