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Concord Wealth Partners’s Microvision MVIS Stock Holding History

Concord Wealth Partners’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
-43
Closed -$101 – 1141
2022
Q4 		$101 Buy
+43
New +$133 ﹤0.01% 1224
2022
Q3 		– Sell
-268
Closed -$1K – 758
2022
Q2 		$1K Sell
268
-19
-7% -$68 ﹤0.01% 1157
2022
Q1 		$1K Sell
287
-1,106
-79% -$4.36K ﹤0.01% 1223
2021
Q4 		$7K Sell
1,393
-242
-15% -$1.93K ﹤0.01% 876
2021
Q3 		$18K Sell
1,635
-5,640
-78% -$78.4K 0.01% 393
2021
Q2 		$122K Buy
7,275
+5,414
+291% +$88.9K 0.04% 206
2021
Q1 		$35K Buy
+1,861
New +$23.4K 0.01% 389

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

Concord Wealth Partners's MVIS Position: Q1 2023 in Review

Concord Wealth Partners sold out of Microvision (MVIS) in Q1 2023, closing a stake of 43 shares — an estimated $101 sold.

Concord Wealth Partners first reported a position in MVIS in Q1 2021 and held it in 7 quarters. The position peaked at $122K in Q2 2021. 148 funds tracked by Wall St. Rank hold MVIS as of Q1 2023.

  • Concord Wealth Partners reported no remaining Microvision position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 43 Microvision shares in Q1 2023, an estimated $101.
  • Concord Wealth Partners first reported a position in Microvision in Q1 2021 and held it in 7 quarters.
  • Concord Wealth Partners's Microvision position peaked at $122K in Q2 2021.
  • 148 funds tracked by Wall St. Rank held Microvision as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.