Avaii Wealth Management’s Microvision MVIS Stock Holding History

Avaii Wealth Management’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
2023 Q3	–	Sell	-65,506	Closed	-$300K	–	150
2023 Q2	$300K	Buy	+65,506	New	+$229K	0.23%	98

Other funds holding MVIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avaii Wealth Management's MVIS Position: Q3 2023 in Review

Avaii Wealth Management sold out of Microvision (MVIS) in Q3 2023, closing a stake of 65,506 shares — an estimated $300K sold.

Avaii Wealth Management first reported a position in MVIS in Q2 2023 and held it in 1 quarter. The position peaked at $300K in Q2 2023. 153 funds tracked by Wall St. Rank hold MVIS as of Q3 2023.

Avaii Wealth Management reported no remaining Microvision position as of Q3 2023 after selling out during the quarter.
Avaii Wealth Management sold 65,506 Microvision shares in Q3 2023, an estimated $300K.
Avaii Wealth Management first reported a position in Microvision in Q2 2023 and held it in 1 quarter.
Avaii Wealth Management's Microvision position peaked at $300K in Q2 2023.
153 funds tracked by Wall St. Rank held Microvision as of Q3 2023.

Based on Avaii Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.