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Heritage Wealth Management (Arizona)’s Vuzix VUZI Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio VUZI Stock Details VUZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$2.4K Buy
660
+330
+100% +$1.51K ﹤0.01% 963
2022
Q3 		$2K Hold
330
– – ﹤0.01% 906
2022
Q2 		$2.34K Hold
330
– – ﹤0.01% 869
2022
Q1 		$2K Buy
+330
New +$2.17K ﹤0.01% 917

Other funds holding VUZI

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s VUZI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Vuzix (VUZI) stake by 100% in Q4 2022, buying an estimated $1.51K and bringing the position to 660 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Heritage Wealth Management (Arizona) first reported a position in VUZI in Q1 2022 and has held it in 4 quarters since. 142 funds tracked by Wall St. Rank hold VUZI as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 660 shares of Vuzix worth $2.4K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 330 Vuzix shares in Q4 2022, an estimated $1.51K.
  • Vuzix made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #963 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Vuzix in Q1 2022 and has held it in 4 quarters since.
  • 142 funds tracked by Wall St. Rank held Vuzix as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.