JWM
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Jackson Wealth Management’s Microvision MVIS Stock Holding History

Jackson Wealth Management’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
2021
Q1 		– Sell
-40,000
Closed -$215K – 137
2020
Q4 		$215K Buy
+40,000
New +$118K 0.03% 126

Other funds holding MVIS

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Jackson Wealth Management's MVIS Position: Q1 2021 in Review

Jackson Wealth Management sold out of Microvision (MVIS) in Q1 2021, closing a stake of 40,000 shares — an estimated $215K sold.

Jackson Wealth Management first reported a position in MVIS in Q4 2020 and held it in 1 quarter. The position peaked at $215K in Q4 2020. 137 funds tracked by Wall St. Rank hold MVIS as of Q1 2021.

  • Jackson Wealth Management reported no remaining Microvision position as of Q1 2021 after selling out during the quarter.
  • Jackson Wealth Management sold 40,000 Microvision shares in Q1 2021, an estimated $215K.
  • Jackson Wealth Management first reported a position in Microvision in Q4 2020 and held it in 1 quarter.
  • Jackson Wealth Management's Microvision position peaked at $215K in Q4 2020.
  • 137 funds tracked by Wall St. Rank held Microvision as of Q1 2021.

Based on Jackson Wealth Management's 13F filing for Q1 2021, filed 12 Apr 2021.