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Cascadia Advisory Services’s Vuzix VUZI Stock Holding History

Cascadia Advisory Services’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
2019
Q4 		$69K Buy
+34,200
New +$77.4K 0.02% 233

Other funds holding VUZI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $176M AUM 24.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cascadia Advisory Services's VUZI Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in Vuzix (VUZI) in Q4 2019: 34,200 shares worth $69K. The stake represents 0.02% of the portfolio and ranks #233 among its holdings.

41 funds tracked by Wall St. Rank hold VUZI as of Q4 2019.

  • Cascadia Advisory Services held 34,200 shares of Vuzix worth $69K as of Q4 2019.
  • Vuzix was a new Cascadia Advisory Services position in Q4 2019.
  • Vuzix made up 0.02% of Cascadia Advisory Services's portfolio in Q4 2019, its #233 holding.
  • 41 funds tracked by Wall St. Rank held Vuzix as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.