BFS
MVIS icon

Bard Financial Services’s Microvision MVIS Stock Holding History

Bard Financial 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
2025
Q1 		– Sell
-127,050
Closed -$166K – 215
2024
Q4 		$166K Buy
+127,050
New +$133K 0.02% 190

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bard Financial Services's MVIS Position: Q1 2025 in Review

Bard Financial Services sold out of Microvision (MVIS) in Q1 2025, closing a stake of 127,050 shares — an estimated $166K sold.

Bard Financial Services first reported a position in MVIS in Q4 2024 and held it in 1 quarter. The position peaked at $166K in Q4 2024. 153 funds tracked by Wall St. Rank hold MVIS as of Q1 2025.

  • Bard Financial Services reported no remaining Microvision position as of Q1 2025 after selling out during the quarter.
  • Bard Financial Services sold 127,050 Microvision shares in Q1 2025, an estimated $166K.
  • Bard Financial Services first reported a position in Microvision in Q4 2024 and held it in 1 quarter.
  • Bard Financial Services's Microvision position peaked at $166K in Q4 2024.
  • 153 funds tracked by Wall St. Rank held Microvision as of Q1 2025.

Based on Bard Financial Services's 13F filing for Q1 2025, filed 15 Apr 2025.