Claris Advisors’s Vuzix VUZI Stock Holding History

Claris Advisors’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
2024 Q4	–	Sell	-500	Closed	-$585	–	1136
2024 Q3	$585	Buy	+500	New	+$545	﹤0.01%	601

Other funds holding VUZI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

TFCM

Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Claris Advisors's VUZI Position: Q4 2024 in Review

Claris Advisors sold out of Vuzix (VUZI) in Q4 2024, closing a stake of 500 shares — an estimated $585 sold.

Claris Advisors first reported a position in VUZI in Q3 2024 and held it in 1 quarter. The position peaked at $585 in Q3 2024. 94 funds tracked by Wall St. Rank hold VUZI as of Q4 2024.

Claris Advisors reported no remaining Vuzix position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 500 Vuzix shares in Q4 2024, an estimated $585.
Claris Advisors first reported a position in Vuzix in Q3 2024 and held it in 1 quarter.
Claris Advisors's Vuzix position peaked at $585 in Q3 2024.
94 funds tracked by Wall St. Rank held Vuzix as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.