CSWM
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Cassady Schiller Wealth Management’s Microvision MVIS Stock Holding History

Cassady Schiller Wealth Management’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
2023
Q1 		– Sell
-1,067
Closed -$2.51K – 482
2022
Q4 		$2.51K Buy
+1,067
New +$3.31K ﹤0.01% 409
2022
Q1 		– Sell
-681
Closed -$3K – 417
2021
Q4 		$3K Buy
+681
New +$5.42K ﹤0.01% 380

Other funds holding MVIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Cassady Schiller Wealth Management's MVIS Position: Q1 2023 in Review

Cassady Schiller Wealth Management sold out of Microvision (MVIS) in Q1 2023, closing a stake of 1,067 shares — an estimated $2.51K sold.

Cassady Schiller Wealth Management first reported a position in MVIS in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q4 2021. 148 funds tracked by Wall St. Rank hold MVIS as of Q1 2023.

  • Cassady Schiller Wealth Management reported no remaining Microvision position as of Q1 2023 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 1,067 Microvision shares in Q1 2023, an estimated $2.51K.
  • Cassady Schiller Wealth Management first reported a position in Microvision in Q4 2021 and held it in 2 quarters.
  • Cassady Schiller Wealth Management's Microvision position peaked at $3K in Q4 2021.
  • 148 funds tracked by Wall St. Rank held Microvision as of Q1 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.