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Avior Wealth Management’s Vuzix VUZI Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-13
Closed -$15 – 3717
2024
Q1 		$15 Buy
+13
New +$21 ﹤0.01% 3733

Other funds holding VUZI

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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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return

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

Avior Wealth Management sold out of Vuzix (VUZI) in Q2 2024, closing a stake of 13 shares — an estimated $15 sold.

Avior Wealth Management first reported a position in VUZI in Q1 2024 and held it in 1 quarter. The position peaked at $15 in Q1 2024. 103 funds tracked by Wall St. Rank hold VUZI as of Q2 2024.

  • Avior Wealth Management reported no remaining Vuzix position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 13 Vuzix shares in Q2 2024, an estimated $15.
  • Avior Wealth Management first reported a position in Vuzix in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Vuzix position peaked at $15 in Q1 2024.
  • 103 funds tracked by Wall St. Rank held Vuzix as of Q2 2024.

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