DI
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Disciplined Investments’s Microvision MVIS Stock Holding History

Disciplined Investments’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
2021
Q3 		– Sell
-3,584
Closed -$60K – 444
2021
Q2 		$60K Hold
3,584
– – 0.03% 185
2021
Q1 		$66K Hold
3,584
– – 0.04% 160
2020
Q4 		$19K Buy
+3,584
New +$10.5K 0.01% 204

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Disciplined Investments's MVIS Position: Q3 2021 in Review

Disciplined Investments sold out of Microvision (MVIS) in Q3 2021, closing a stake of 3,584 shares — an estimated $60K sold.

Disciplined Investments first reported a position in MVIS in Q4 2020 and held it in 3 quarters. The position peaked at $66K in Q1 2021. 153 funds tracked by Wall St. Rank hold MVIS as of Q3 2021.

  • Disciplined Investments reported no remaining Microvision position as of Q3 2021 after selling out during the quarter.
  • Disciplined Investments sold 3,584 Microvision shares in Q3 2021, an estimated $60K.
  • Disciplined Investments first reported a position in Microvision in Q4 2020 and held it in 3 quarters.
  • Disciplined Investments's Microvision position peaked at $66K in Q1 2021.
  • 153 funds tracked by Wall St. Rank held Microvision as of Q3 2021.

Based on Disciplined Investments's 13F filing for Q3 2021, filed 9 Nov 2021.