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Johnson Financial Group Inc (Wisconsin)’s Vuzix VUZI Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2023
Q1 		– Sell
-1,600
Closed -$5.82K – 717
2022
Q4 		$5.82K Hold
1,600
– – ﹤0.01% 529
2022
Q3 		$8K Hold
1,600
– – ﹤0.01% 511
2022
Q2 		$11K Hold
1,600
– – ﹤0.01% 528
2022
Q1 		$11K Buy
+1,600
New +$10.5K ﹤0.01% 579

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Mitsubishi UFJ Asset Management
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Northern Trust
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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
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s VUZI Position: Q1 2023 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Vuzix (VUZI) in Q1 2023, closing a stake of 1,600 shares — an estimated $5.82K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in VUZI in Q1 2022 and held it in 4 quarters. The position peaked at $11K in Q2 2022. 133 funds tracked by Wall St. Rank hold VUZI as of Q1 2023.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Vuzix position as of Q1 2023 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 1,600 Vuzix shares in Q1 2023, an estimated $5.82K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Vuzix in Q1 2022 and held it in 4 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Vuzix position peaked at $11K in Q2 2022.
  • 133 funds tracked by Wall St. Rank held Vuzix as of Q1 2023.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2023, filed 12 May 2023.