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Glassman Wealth Services’s Microvision MVIS Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-59
Closed -$157 – 1210
2023
Q4 		$157 Hold
59
– – ﹤0.01% 1920
2023
Q3 		$129 Hold
59
– – ﹤0.01% 1953
2023
Q2 		$270 Buy
+59
New +$206 ﹤0.01% 1759

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

Glassman Wealth Services's MVIS Position: Q1 2024 in Review

Glassman Wealth Services sold out of Microvision (MVIS) in Q1 2024, closing a stake of 59 shares — an estimated $157 sold.

Glassman Wealth Services first reported a position in MVIS in Q2 2023 and held it in 3 quarters. The position peaked at $270 in Q2 2023. 146 funds tracked by Wall St. Rank hold MVIS as of Q1 2024.

  • Glassman Wealth Services reported no remaining Microvision position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 59 Microvision shares in Q1 2024, an estimated $157.
  • Glassman Wealth Services first reported a position in Microvision in Q2 2023 and held it in 3 quarters.
  • Glassman Wealth Services's Microvision position peaked at $270 in Q2 2023.
  • 146 funds tracked by Wall St. Rank held Microvision as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.