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Avior Wealth Management’s Microvision MVIS Stock Holding History

Avior 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
2024
Q2 		– Sell
-37
Closed -$68 – 3164
2024
Q1 		$68 Buy
+37
New +$84 ﹤0.01% 3361
2021
Q1 		– Sell
-10
Closed – – 1098
2020
Q4 		$0 Buy
+10
New +$29 ﹤0.01% 1052
2015
Q1 		– Sell
-420
Closed -$1K – 362
2014
Q4 		$1K Hold
420
– – ﹤0.01% 317
2014
Q3 		$1K Buy
+420
New +$858 ﹤0.01% 320

Other funds holding MVIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

Avior Wealth Management's MVIS Position: Q2 2024 in Review

Avior Wealth Management sold out of Microvision (MVIS) in Q2 2024, closing a stake of 37 shares — an estimated $68 sold.

Avior Wealth Management first reported a position in MVIS in Q3 2014 and held it in 4 quarters. The position peaked at $1K in Q4 2014. 122 funds tracked by Wall St. Rank hold MVIS as of Q2 2024.

  • Avior Wealth Management reported no remaining Microvision position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 37 Microvision shares in Q2 2024, an estimated $68.
  • Avior Wealth Management first reported a position in Microvision in Q3 2014 and held it in 4 quarters.
  • Avior Wealth Management's Microvision position peaked at $1K in Q4 2014.
  • 122 funds tracked by Wall St. Rank held Microvision as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.