Avantax Advisory Services’s Microvision MVIS Stock Holding History

Avantax Advisory Services’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
2020 Q1	–	Sell	-12,380	Closed	-$9K	–	860
2019 Q4	$9K	Hold	12,380	–	–	﹤0.01%	828
2019 Q3	$7K	Hold	12,380	–	–	﹤0.01%	565
2019 Q2	$10K	Hold	12,380	–	–	﹤0.01%	513
2019 Q1	$12K	Hold	12,380	–	–	﹤0.01%	483
2018 Q4	$7K	Buy	+12,380	New	+$11.6K	﹤0.01%	405

Other funds holding MVIS

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

TFCM

Taylor Frigon Capital Management Scottsdale, Arizona $176M AUM 24.25% 1-Year Est. Return

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

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

PCM

Princeton Capital Management Red Bank, New Jersey $367M AUM 45.24% 1-Year Est. Return

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

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Avantax Advisory Services's MVIS Position: Q1 2020 in Review

Avantax Advisory Services sold out of Microvision (MVIS) in Q1 2020, closing a stake of 12,380 shares — an estimated $9K sold.

Avantax Advisory Services first reported a position in MVIS in Q4 2018 and held it in 5 quarters. The position peaked at $12K in Q1 2019. 49 funds tracked by Wall St. Rank hold MVIS as of Q1 2020.

Avantax Advisory Services reported no remaining Microvision position as of Q1 2020 after selling out during the quarter.
Avantax Advisory Services sold 12,380 Microvision shares in Q1 2020, an estimated $9K.
Avantax Advisory Services first reported a position in Microvision in Q4 2018 and held it in 5 quarters.
Avantax Advisory Services's Microvision position peaked at $12K in Q1 2019.
49 funds tracked by Wall St. Rank held Microvision as of Q1 2020.

Based on Avantax Advisory Services's 13F filing for Q1 2020, filed 30 Apr 2020.