HR
VZIO

Howe & Rusling’s VIZIO Holding Corp. VZIO Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-354
Closed -$3K – 1141
2022
Q3 		$3K Buy
354
+65
+22% +$654 ﹤0.01% 833
2022
Q2 		$2K Sell
289
-30
-9% -$245 ﹤0.01% 919
2022
Q1 		$3K Buy
319
+66
+26% +$879 ﹤0.01% 826
2021
Q4 		$5K Buy
253
+45
+22% +$887 ﹤0.01% 702
2021
Q3 		$4K Buy
208
+21
+11% +$459 ﹤0.01% 749
2021
Q2 		$5K Buy
+187
New +$4.39K ﹤0.01% 656

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

Howe & Rusling's VZIO Position: Q4 2022 in Review

Howe & Rusling sold out of VIZIO Holding Corp. (VZIO) in Q4 2022, closing a stake of 354 shares — an estimated $3K sold.

Howe & Rusling first reported a position in VZIO in Q2 2021 and held it in 6 quarters. The position peaked at $5K in Q4 2021. 99 funds tracked by Wall St. Rank hold VZIO as of Q4 2022.

  • Howe & Rusling reported no remaining VIZIO Holding Corp. position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 354 VIZIO Holding Corp. shares in Q4 2022, an estimated $3K.
  • Howe & Rusling first reported a position in VIZIO Holding Corp. in Q2 2021 and held it in 6 quarters.
  • Howe & Rusling's VIZIO Holding Corp. position peaked at $5K in Q4 2021.
  • 99 funds tracked by Wall St. Rank held VIZIO Holding Corp. as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.