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Bedel Financial Consulting’s Vuzix VUZI Stock Holding History

Bedel Financial Consulting’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
2022
Q2 		– Sell
-1,600
Closed -$11K – 904
2022
Q1 		$11K Buy
+1,600
New +$10.5K ﹤0.01% 658

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $176M AUM 24.25% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Bedel Financial Consulting's VUZI Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Vuzix (VUZI) in Q2 2022, closing a stake of 1,600 shares — an estimated $11K sold.

Bedel Financial Consulting first reported a position in VUZI in Q1 2022 and held it in 1 quarter. The position peaked at $11K in Q1 2022. 131 funds tracked by Wall St. Rank hold VUZI as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Vuzix position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 1,600 Vuzix shares in Q2 2022, an estimated $11K.
  • Bedel Financial Consulting first reported a position in Vuzix in Q1 2022 and held it in 1 quarter.
  • Bedel Financial Consulting's Vuzix position peaked at $11K in Q1 2022.
  • 131 funds tracked by Wall St. Rank held Vuzix as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.