EWA
VZIO

EverSource Wealth Advisors’s VIZIO Holding Corp. VZIO Stock Holding History

EverSource Wealth Advisors’s Portfolio VZIO Stock Details VZIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,711
Closed -$12K – 2215
2022
Q2 		$12K Buy
1,711
+1,621
+1,801% +$13.2K ﹤0.01% 1002
2022
Q1 		$1K Sell
90
-125
-58% -$1.67K ﹤0.01% 1685
2021
Q4 		$4K Buy
+215
New +$4.24K ﹤0.01% 1385

Other funds holding VZIO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

EverSource Wealth Advisors's VZIO Position: Q3 2022 in Review

EverSource Wealth Advisors sold out of VIZIO Holding Corp. (VZIO) in Q3 2022, closing a stake of 1,711 shares — an estimated $12K sold.

EverSource Wealth Advisors first reported a position in VZIO in Q4 2021 and held it in 3 quarters. The position peaked at $12K in Q2 2022. 102 funds tracked by Wall St. Rank hold VZIO as of Q3 2022.

  • EverSource Wealth Advisors reported no remaining VIZIO Holding Corp. position as of Q3 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1,711 VIZIO Holding Corp. shares in Q3 2022, an estimated $12K.
  • EverSource Wealth Advisors first reported a position in VIZIO Holding Corp. in Q4 2021 and held it in 3 quarters.
  • EverSource Wealth Advisors's VIZIO Holding Corp. position peaked at $12K in Q2 2022.
  • 102 funds tracked by Wall St. Rank held VIZIO Holding Corp. as of Q3 2022.

Based on EverSource Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.