Ellevest Inc’s Microvision MVIS Stock Holding History

Ellevest Inc’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	–	2006
2022 Q4	$101	Buy	+43	New	+$133	﹤0.01%	1755
2021 Q4	–	Sell	-18	Closed	–	–	1565
2021 Q3	$0	Buy	+18	New	+$250	﹤0.01%	1513

Other funds holding MVIS

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Ellevest Inc's MVIS Position: Q1 2023 in Review

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

Ellevest Inc first reported a position in MVIS in Q3 2021 and held it in 2 quarters. The position peaked at $101 in Q4 2022. 148 funds tracked by Wall St. Rank hold MVIS as of Q1 2023.

Ellevest Inc reported no remaining Microvision position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 43 Microvision shares in Q1 2023, an estimated $101.
Ellevest Inc first reported a position in Microvision in Q3 2021 and held it in 2 quarters.
Ellevest Inc's Microvision position peaked at $101 in Q4 2022.
148 funds tracked by Wall St. Rank held Microvision as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.