AW
VZIO

Avion Wealth’s VIZIO Holding Corp. VZIO Stock Holding History

Avion Wealth’s Portfolio VZIO Stock Details VZIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,000
Closed -$8K – 837
2022
Q4 		$8K Hold
1,000
– – ﹤0.01% 283
2022
Q3 		$9K Hold
1,000
– – ﹤0.01% 280
2022
Q2 		$7K Hold
1,000
– – ﹤0.01% 301
2022
Q1 		$9K Hold
1,000
– – ﹤0.01% 248
2021
Q4 		$19K Hold
1,000
– – 0.01% 184
2021
Q3 		$21K Buy
+1,000
New +$21.8K 0.01% 178

Other funds holding VZIO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
ACM
Ararat Capital Management Westport, Connecticut $178M AUM 26.61% 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

Avion Wealth's VZIO Position: Q1 2023 in Review

Avion Wealth sold out of VIZIO Holding Corp. (VZIO) in Q1 2023, closing a stake of 1,000 shares — an estimated $8K sold.

Avion Wealth first reported a position in VZIO in Q3 2021 and held it in 6 quarters. The position peaked at $21K in Q3 2021. 94 funds tracked by Wall St. Rank hold VZIO as of Q1 2023.

  • Avion Wealth reported no remaining VIZIO Holding Corp. position as of Q1 2023 after selling out during the quarter.
  • Avion Wealth sold 1,000 VIZIO Holding Corp. shares in Q1 2023, an estimated $8K.
  • Avion Wealth first reported a position in VIZIO Holding Corp. in Q3 2021 and held it in 6 quarters.
  • Avion Wealth's VIZIO Holding Corp. position peaked at $21K in Q3 2021.
  • 94 funds tracked by Wall St. Rank held VIZIO Holding Corp. as of Q1 2023.

Based on Avion Wealth's 13F filing for Q1 2023, filed 5 May 2023.