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Beaird Harris Wealth Management’s Vuzix VUZI Stock Holding History

Beaird Harris 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
2023
Q3 		– Sell
-45
Closed -$230 – 488
2023
Q2 		$230 Hold
45
– – ﹤0.01% 434
2023
Q1 		$187 Buy
+45
New +$202 ﹤0.01% 460

Other funds holding VUZI

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $176M AUM 24.25% 1-Year Est. Return

Beaird Harris Wealth Management's VUZI Position: Q3 2023 in Review

Beaird Harris Wealth Management sold out of Vuzix (VUZI) in Q3 2023, closing a stake of 45 shares — an estimated $230 sold.

Beaird Harris Wealth Management first reported a position in VUZI in Q1 2023 and held it in 2 quarters. The position peaked at $230 in Q2 2023. 115 funds tracked by Wall St. Rank hold VUZI as of Q3 2023.

  • Beaird Harris Wealth Management reported no remaining Vuzix position as of Q3 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 45 Vuzix shares in Q3 2023, an estimated $230.
  • Beaird Harris Wealth Management first reported a position in Vuzix in Q1 2023 and held it in 2 quarters.
  • Beaird Harris Wealth Management's Vuzix position peaked at $230 in Q2 2023.
  • 115 funds tracked by Wall St. Rank held Vuzix as of Q3 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2023, filed 15 Nov 2023.